A multi-asset research terminal for independent investors.
Every piece of the market. One picture.
MACRO_REGIMEv2
Connect what happened
to what you own.
Company data · macro context · portfolio exposure
Built for cross-market context
No single data point tells the full story. Mosaic connects six critical domains so company moves, macro shifts, and portfolio exposure sit in the same view.
Company Fundamentals
Financials, SEC filings, ownership, estimates, and AI-powered research — 11 tabs per company.
Market Regime
11 signals scored daily — SPX trend, VIX, credit spreads, yield curve, dollar strength, and more.
Portfolio Intelligence
Multiple asset classes in one view — equities, real estate, commodities, fixed income, cash, and more.
Economic Observatory
260+ FRED indicators across 8 categories — GDP, inflation, labor, monetary policy, energy.
Liquidity & Rates
Fed balance sheet, reverse repo, TGA, SOFR, net liquidity — the plumbing that moves markets.
Cross-Asset Signals
Crypto-equity correlation, dispersion analysis, factor exposure, Mag7 rotation, and vol structure.
Everything your terminal needs.
Company analysis, macro dashboards, baskets, charts, notes, alerts, and AI assistance on shared data.
Research Hub
Market regime analysis, weekly scorecards with z-score deltas, liquidity gauges, dollar impact assessment, and vol term structure — all in one place.
Portfolio Dashboard
Unified net worth across multiple sub-portfolios — equities, real estate, commodities, fixed income, cash, and more.
Company Screener
Filter across 8,000+ tickers by fundamentals, technicals, and sector. Drill into any company with 11 research tabs.
Economic Data
260+ FRED indicators across GDP, inflation, labor, monetary policy, energy, and trade — with interactive charts.
Thematic Baskets
Create weighted stock groupings — "AI Plays", "Energy Buildout", "Korea" — and benchmark against SPY, QQQ.
Research Notes
Rich markdown notes attached to any company. Full-text search across all your research.
Custom Graphs
Multi-symbol price comparison with normalization. Line and candlestick views.
Smart Alerts
Custom signals delivered via Telegram — regime changes, price triggers, macro thresholds.
Ask across
the terminal.
Ask questions across fundamentals, filings, macro, prices, baskets, and your own holdings. Mosaic turns natural-language research into charts, sourced context, and reusable work.
Natural Language Research
“Compare NVDA and AMD margins, then show what changed against SOXX.”
Source-Backed Context
Company data, filings, economic releases, market prices, and portfolio exposure in one thread.
Compare NVDA and AMD margins over the last 8 quarters and visualize against the SOXX index.
Analyzing semiconductor fundamentals... Generating multi-series comparison chart...
Your workflow, connected.
Watchlists, baskets, alerts, and portfolio context in one research loop.
Multi-Asset Baskets
Create thematic stock groups, track history, and compare against benchmarks.
Smart Alerts
Monitor prices, regimes, macro thresholds, and portfolio-relevant changes.
Risk Engine
Understand factor exposure, concentration, and what is driving risk.
Trusted by serious investors
“The regime signals alone replaced three dashboards I was paying for. Seeing all 11 indicators scored in one view changed how I size positions.”
“I used to spend Sunday nights pulling FRED data into spreadsheets. Now I open Mosaic and the full macro picture is just there.”
“The unified portfolio view across equities, crypto, and real estate finally gives me a real net-worth picture instead of guesswork.”