The Total Portfolio
Market positioning intelligence for wealth managers
We extract positioning signals from institutional-grade research desks, and score them for accuracy over time — because markets react to the gap between expectations and outcomes, not fundamentals alone.
Not a trading tool. Built for RIAs, family offices, and wealth advisors who want sophisticated market positioning.
This Week's Signals
Ranked in declining order of conviction. All sources are named institutional research desks.
Macro Factors
Sector Factors
Source Accuracy Leaderboard
We score every institutional call. Sources earn or lose credibility based on what actually happened.
RBC
2 hits / 0 misses / 0 neutral out of 2 signals
100%
hit rate
LPL
8 hits / 1 misses / 1 neutral out of 10 signals
80%
hit rate
Raymond James
10 hits / 4 misses / 1 neutral out of 15 signals
67%
hit rate
Goldman
7 hits / 4 misses / 0 neutral out of 11 signals
64%
hit rate
BofA
12 hits / 6 misses / 1 neutral out of 19 signals
63%
hit rate
Invesco
9 hits / 5 misses / 1 neutral out of 15 signals
60%
hit rate
UBS
3 hits / 2 misses / 0 neutral out of 5 signals
60%
hit rate
BlackRock
7 hits / 6 misses / 1 neutral out of 14 signals
50%
hit rate
Charles Schwab
2 hits / 2 misses / 0 neutral out of 4 signals
50%
hit rate
JPMorgan
4 hits / 4 misses / 1 neutral out of 9 signals
44%
hit rate
NW Mutual
5 hits / 7 misses / 1 neutral out of 13 signals
38%
hit rate
Barclays
1 hits / 3 misses / 0 neutral out of 4 signals
25%
hit rate
How It Works
A rigorous, transparent methodology for extracting and scoring macro signals.