Macro to portfolio

Review portfolio impact in either direction

Start with an asset to find every mapped MacroGuru scenario, or start with a macro scenario to find exposed portfolios.

Asset wise

Choose Asset wise and select the whole authorized book or one client.
Select an asset currently held inside that scope.
Review upside and downside in separate columns. Each side has its own page controls when more than six scenarios are mapped.
Open a scenario to verify the detailed portfolio transmission and evidence.

Scenario wise

Choose Scenario wise and one recorded currency.
Open a scenario from the ranked list. Free accounts can open ten unique scenarios each UTC day; paid plans are unrestricted.
Review the event probability, transmission, invalidators, affected holdings, portfolio shares, and source receipts.
Use Track impact to schedule an internal review, or Prepare internal review to continue in Advice.

Portfolio view

Use Assets, Asset category, and Scenario direction to change the chart without changing the selected client scope. Value views use recorded holdings in one currency. The direction view counts mapped asset-to-scenario relationships. MacroGuru does not infer a return when current and comparison prices are unavailable.

Tracked impacts

Tracked opens the firm review queue. Mark an item reviewed to schedule the next check, close it when monitoring is no longer needed, or archive it to remove it from the active queue without deleting its history.

Read the numbers correctly

Event probability estimates whether the scenario occurs within its stated horizon.
Mapped move is conditional on the scenario occurring. It is not a recommendation.
Portfolio share is recalculated from gross recorded value in the same portfolio and currency.
Recorded value comes from the portfolio ledger and may differ from a live market valuation.

Portfolio impact remains an internal research workflow. Tracking does not notify a client, create advice, or execute a trade. Advice, suitability, independent review, adviser approval, and approved delivery remain separate controls.

When no holdings or scenarios appear

The selected scenario may not map to an active holding, the holding may use another currency, or the asset may not have a canonical scenario mapping. Change the scope first, then review the portfolio record if the gap remains.