Mosaic Member Area

Start Here

The weekly operating workflow for using Mosaic reports consistently.

Weekly Sequence

  1. Open the latest weekly report for your enabled market.
  2. Review the five current portfolio stocks.
  3. Check weekly changes to understand what entered or exited.
  4. Verify the current dynamic hedge and net exposure.
  5. Review performance, equity, drawdown and exposure charts.
  6. Apply the Monday rebalance at the market open, or the first open exchange day after the weekend.
  7. Open stock dashboards when you want to inspect the current portfolio names.
Open Reports Read Rebalance Guide

Priority

The report page is the operational landing page. Use this Start Here page only as a process checklist when you need to confirm the correct order of work.