Market Heat Map
Real-time asset class performance monitoring
Equities
+2.4%
$2.8M exposure
Bonds
-0.8%
$2.1M exposure
ETFs
+0.2%
$1.2M exposure
REITs
-1.2%
$900K
Real Estate
-0.36%
$650K
Commodities
+1.8%
$480K
Crypto
+5.6%
$240K exposure
Equities
+2.4%
$2.8M exposure
Bonds
-0.8%
$2.1M exposure
ETFs
+0.2%
$1.2M exposure
REITs
-1.2%
$900K
Real Estate
-0.36%
$650K
Crypto
+5.6%
$240K
Client Impact Analysis
High Risk Exposure Clients
3 ClientsJohn Chen
40% in declining REITs
Mary SDZ
Heavy bond exposure
Alice SDZ
Concentrated tech positions
Opportunities
2 ClientsPeter K
Idle cash, consider equities
Sarah L
No commodity exposure
AI News Overview
Fed Rate Decision
Markets pricing in 25bps cut. Bond yields declining, equity rotation ongoing.
China PMI Data
Manufacturing PMI at 49.1, below expectations. Asian markets mixed.
Oil Supply Update
OPEC+ extends production cuts. Energy sector benefiting from supply constraints.
Client Prioritisation
John Chen
High withdrawal activity
Withdrew $150K in past 2 weeks. Portfolio down 12%.
Tom Liu
No recent contact
Last consultation 3 months ago. $2.8M AUM.
Sarah Lee
Portfolio rebalancing opportunity
Conservative allocation, room for growth investments.
Upcoming Events & Reminders
Client Review - Alice Wong
Quarterly portfolio review scheduled
Today, 2:00 PM
Follow-up Call - David Kim
Discuss crypto allocation strategy
Tomorrow, 10:30 AM
Market Report Due
Weekly market commentary for HNW clients
Friday, EOD
Risk Review Alert
Monthly risk assessment for top 10 clients
Next Week