1) Overview Portfolio is your command center for allocation, performance, and asset-level context in one view. The page combines a total-value snapshot with editable positions, summary analytics, and chart views. User identity values are intentionally not shown on the page.
2) Top Snapshot My Portfolio is the primary page title. Portfolio switcher is visible but currently disabled (Coming Soon). Total Value donut shows current total portfolio value in the center. Quick stats include Starting Value, Gain (signed), and Return (signed).
3) Summary Charts Use the top segmented control to switch chart views. Value shows portfolio value over time. Drawdown shows peak-to-trough drawdown profile. Efficient Frontier shows risk versus expected return positioning.
4) Portfolio Positions (Editable) Use + Add Asset to insert a draft row. Edit weights inline in the table. Use the row delete icon to remove an asset. Save changes persists all table edits in one bulk save.
5) Save Validation Rules Symbol must be 1-5 letters (A-Z). Weight must be between 1 and 100. Duplicate symbols are not allowed. Total portfolio weight cannot exceed 100%. Blank draft rows are ignored.
6) Table and Insights Value column shows absolute value and inline signed return percent. Totals row shows total weight and total portfolio value. Daily Market Summary is a status-tagged narrative overview (Ready/Pending/Error). AI Insights provide actionable recommendation rows with source badges plus summary, action, priority, and confidence.
7) Market Charts and Position Analytics Use the Market Charts toggle to switch between Market Analysis and Position Analytics. Market Analysis includes Momentum Map and Volatility Quadrant. Position Analytics includes Asset Key Levels with support, resistance, POC, and bias confidence. Use Select Asset to switch assets and read key levels together with confidence.
8) Notes Portfolio switcher UI is present for future multi-portfolio support but is currently disabled. For account-specific issues, use Help > Email Support and include a timestamp.
Services What services does BWA provide? BWA provides a portfolio dashboard with analytics, premium newsletters, and a paid AI chat interface for market research workflows. Do I need to be logged in to use all features? Yes. Public pages are available to everyone, while newsletter and chat experiences require an authenticated account with the correct subscription access.
Portfolio How do I switch between Value, Drawdown, and Efficient Frontier? Use the segmented control above the summary charts. Value shows portfolio history, Drawdown shows peak-to-trough behavior, and Efficient Frontier shows risk versus return positioning. What can I do in the editable positions table? You can add draft assets, edit weights inline, remove assets, and save all changes in one bulk action. Why can a save be rejected? Save validation requires symbols to be 1-5 letters, weights to be 1-100, no duplicate symbols, and total weight not above 100%. What is shown in Position Analytics? Position Analytics shows asset key levels including support, resistance, and POC, plus a confidence-scored directional bias for the selected asset.
Pricing Is there a free tier? Yes. Core public pages are free to browse, while premium workflows like advanced newsletter access, portfolio analytics workflows, and Pro Chat require a paid subscriber status. How long does access take after I subscribe? Subscription access is synced and can take a few minutes to appear. If access does not update, sign out and back in to refresh your session state.
Methodology How does BWA detect market regime shifts? BWA combines trend, breadth, momentum, and volatility observations in its analytics pipelines to classify market context and flag changing conditions. How are portfolio quadrant recommendations generated? Backend preprocessing creates structured portfolio and market features, then model analysis produces quadrant placement, risk summaries, and recommendation candidates.
Newsletter How often is the newsletter updated? Newsletter cadence depends on market conditions and scheduled analysis cycles, with updates focused on high-value regime and positioning changes. How do I subscribe to the newsletter? Use the Subscribe or View Pricing links in the app to complete subscription on the configured subscriber platform, then return to your profile to confirm access. What sources are used in newsletter analysis? Analysis draws on market data, internal signal frameworks, and contextual commentary to synthesize actionable and concise updates for subscribers.
Accuracy Does BWA guarantee investment performance? No. BWA provides research and decision support, not guaranteed outcomes. Users should apply personal risk controls and independent judgment. How is quality or accuracy validated? Outputs are monitored against subsequent market behavior and internal review standards, with methodology and prompts refined as edge cases are discovered. How should I handle occasional model errors? Treat model responses as probabilistic guidance. Verify critical claims, compare with your own workflow, and report clear examples (with timestamp) so the team can improve future responses.
