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
4 hits / 0 misses / 1 neutral out of 5 signals
80%
hit rate
Raymond James
6 hits / 2 misses / 1 neutral out of 9 signals
67%
hit rate
Charles Schwab
2 hits / 1 misses / 0 neutral out of 3 signals
67%
hit rate
BofA
8 hits / 4 misses / 1 neutral out of 13 signals
62%
hit rate
Invesco
6 hits / 4 misses / 1 neutral out of 11 signals
55%
hit rate
BlackRock
5 hits / 4 misses / 1 neutral out of 10 signals
50%
hit rate
Goldman
4 hits / 4 misses / 0 neutral out of 8 signals
50%
hit rate
JPMorgan
3 hits / 2 misses / 1 neutral out of 6 signals
50%
hit rate
UBS
2 hits / 2 misses / 0 neutral out of 4 signals
50%
hit rate
NW Mutual
4 hits / 5 misses / 1 neutral out of 10 signals
40%
hit rate
Barclays
1 hits / 2 misses / 0 neutral out of 3 signals
33%
hit rate
How It Works
A rigorous, transparent methodology for extracting and scoring macro signals.