TOTEMInsight

TOTEMInsight is a small workbook for looking at a single holding in context — style, weight, and a few risk-shaped notes — without turning the screen into a trading desk. How people usually use it Pick a stance (more careful, in the middle, or more aggressive). Enter a ticker plus the basics you already know: purchase price, size, age, portfolio amount. Optionally add a few other symbols if you care about how concentrated the sleeve looks. The app then lays out a structured summary: expected-style figures, volatility framing, score breakdown, and short suggestion text you can skim. What’s on the main path • Style pick before you start • Simple input form for the holding • A loading step while the summary is put together • Report view with charts and structure notes • Crowd / persona comparison if you want to see the same case under another stance • History list so older runs stay on the…