Portfolio Intelligence
A readable map of holdings across entities — not a brokerage screenshot.
Private platform
Intelligence that belongs to a relationship.
www.cosmaeon.com is the public way of seeing. wealth.cosmaeon.com is the private environment — provisioned, not open. The previews below are illustrative.
Illustrative interfaces only. Not a live client environment. No portfolio, credential, or personal data is shown or stored here.
Asset Allocation
Ranges, jobs-to-be-done, and drift against policy.
Product Intelligence
What a vehicle is for, what it costs, and what it displaces.
Scenario Analysis
Trade-offs made visible. Illustrative, never presented as client outcomes.
Liquidity
A ladder against known and contingent needs.
Risk
Relationships: concentration, credit, currency, people, policy.
Tax
Structural facts of jurisdiction, vehicle and timing.
Fees
Layered costs brought into the same frame as allocation.
Research
Notes with source hierarchy, attached to the architecture they affect.
Reporting
Board- and family-readable, dated, and reconcilable.
Preview · Architecture
PurposeObjectives, family, mandate
PolicyIPS, ranges, decision rights
Capital mapEntities, currencies, forms
AllocationPublic, private, real, cash
ImplementationVehicles, managers, fees
GovernRisk, liquidity, tax, monitor
Architecture reads downward: purpose constrains policy; policy constrains capital; capital constrains implementation.
Preview · Allocation
Preview · Scenarios
Illustrative scenario — not a forecast
- Growth / public40%
- Private / real22%
- Income18%
- Liquidity20%
Moving one lever reallocates the remainder. This is a teaching tool for trade-offs, not a simulated client outcome and not investment advice.
Preview · Liquidity
0 – 12 months
Near cash
Known spending, tax, short commitments.
1 – 4 years
Intermediate
Reachable without impairing long-horizon capital.
4 years +
Enduring
Growth, private commitments, enterprise, legacy.
Illustrative structure. Not a product recommendation.