Overview
Genesis RM is a professional-grade portfolio risk monitoring platform with a Bloomberg Terminal-inspired interface. Build custom workspaces, monitor markets in real-time, and access institutional-level analytics.
Workspaces
Customizable dashboards with drag-and-drop widget placement and multi-page layouts.
Market Data
Real-time quotes, professional charts, heatmaps, and watchlists.
5 widgetsRisk Analytics
VaR, factor exposure, P&L attribution, risk limits, and sector analysis.
6 widgetsEconomic Indicators
FRED-powered macroeconomic data: inflation, employment, financial stress, and more.
8 widgetsFundamentals
SEC EDGAR XBRL data, financial statement analysis, and news with NER.
2 widgetsCommand Palette
Bloomberg-style quick navigation with keyboard-first workflow.
Quick Start
Get up and running with Genesis RM in 4 simple steps.
Create Your Account
Sign up for a free account. You'll get access to the platform with a trial period to explore all features.
Create Your First Workspace
Workspaces are your customizable dashboards. Create one by clicking "New Workspace" in the sidebar, give it a name and start building your view.
Add Widgets
Open the Command Palette with ` or Ctrl+K and search for widgets like "chart", "watchlist", or "VaR". Click to add them to your workspace.
Customize Your Layout
Drag widgets to rearrange them, resize by pulling edges, and configure each widget using the gear icon. Your layout auto-saves.
Pro tip: Press ` (backtick) anywhere in the app to instantly open the Command Palette — the fastest way to navigate and add widgets.
Command Palette
Inspired by Bloomberg Terminal, the Command Palette is a universal search interface for navigating the platform, launching widgets, and executing commands.
Universal Search
Search across all widgets, pages, navigation items, and actions from one place. Results are ranked by relevance and filtered by your permissions.
Quick Actions
Launch widgets directly, navigate to pages, create new workspaces, or open settings. Every action is logged for audit trails.
Widget Discovery
Browse all available widgets by category. The palette auto-discovers registered widgets from the plugin system.
Launch Modes
Open items in the current view, a new window/tab, or as a modal dialog. Each command supports multiple launch modes.
How to Use
Open the Palette
Press ` (backtick) or Ctrl+K / Cmd+K anywhere in the application.
Type Your Query
Start typing a widget name (e.g. "chart"), a page name (e.g. "portfolio"), or an action. Results filter in real-time.
Execute
Click a result or press Enter to execute. Use arrow keys to navigate between results.
Keyboard Shortcuts
Navigate the platform faster with keyboard shortcuts.
| Shortcut | Action |
|---|---|
| ` | Open Command Palette |
| Ctrl + K | Open Command Palette (alternative) |
| Esc | Close modal / palette / settings panel |
| ↑ ↓ | Navigate palette results |
| Enter | Execute selected command |
| / | Focus documentation search (on this page) |
Workspaces
Workspaces are fully customizable dashboards that you arrange to match your trading and analysis workflow. Each workspace can contain multiple pages with different widget layouts.
Drag & Drop
Move widgets freely across the grid. Snap-to-grid ensures clean, aligned layouts.
Resizable Widgets
Resize any widget by dragging its edges. Widgets adapt their content to the available space.
Multiple Pages
Create tabs within a workspace. Use one page for market overview, another for risk analytics.
Auto-Save
Layout changes are saved automatically. Your workspace persists across sessions.
Default Workspace
Set a workspace as your default — it loads automatically when you log in.
Multiple Workspaces
Create separate workspaces for different strategies, asset classes, or analysis modes.
Adding Widgets
Widgets are the building blocks of your workspace. Add any combination to create your ideal monitoring view.
Open a Workspace
Navigate to an existing workspace or create a new one from the sidebar.
Use the Command Palette or Add Button
Press ` to open the Command Palette and search for a widget, or click the "Add Widget" button in the workspace toolbar.
Configure the Widget
Many widgets have a settings panel (gear icon). Configure symbols, timeframes, display options, and data sources.
Position & Resize
Drag the widget to your preferred position. Pull the edges to resize. The layout auto-saves.
Genesis RM currently offers 24+ widgets across 5 categories: Market Data, Risk Analytics, Economic Indicators, Fundamentals & Research, and Dashboard tools.
Market Data Widgets
Real-time market data, professional charting, and price monitoring tools.
Professional Chart →
Terminal-grade interactive charting powered by TradingView Lightweight Charts. Supports candlestick, line, area, and bar chart types with multiple timeframes from 1 minute to monthly. Features crosshair tracking, volume overlay, and responsive price scaling.
Chart Types
- Candlestick (OHLC)
- Line chart
- Area chart
- Bar chart
Timeframes
- Intraday: 1m, 5m, 15m, 30m, 1h
- Daily, Weekly, Monthly
- Custom date range selection
Interaction
- Crosshair with OHLCV data overlay
- Zoom and pan navigation
- Price/time axis scaling
Data Source
Tiingo API with multi-tier caching (Redis L1, TimescaleDB L2). Sub-second updates via WebSocket for subscribed symbols.
Watchlist →
Central hub for monitoring stocks and portfolio positions. Track your favorite symbols with real-time price updates, percentage changes, and volume data. Add symbols from your portfolio or search for any ticker.
Key Features
- Real-time streaming prices via WebSocket
- Color-coded price changes (green/red)
- Last price, day change, % change, volume
- Quick-add symbols via search
Integration
- Auto-populates from portfolio holdings
- Click a symbol to open its chart
- Feeds data to other widgets on the page
Price Card →
Compact widget displaying the current price and daily change for a single symbol. Perfect for pinning your most-watched tickers at a glance. Minimal footprint (3x2 grid units).
Features
- Current price with real-time updates
- Day change in absolute and percentage terms
- Color-coded direction indicator (green up / red down)
- Configurable symbol via widget settings
- Compact size ideal for header rows in workspaces
Company Overview →
At-a-glance company snapshot showing current price, daily change, and key financial ratios. Get a quick fundamental picture of any publicly traded company including market cap, P/E ratio, and sector classification.
Company Info
- Company name and ticker
- Sector and industry classification
- Market capitalization
Key Ratios
- P/E Ratio
- Current price and change
- 52-week high/low range
Market Heatmap →
Treemap-style visualization of the S&P 500 organized by GICS sectors. Each tile represents a company, sized by market cap and colored by daily performance. Instantly identify which sectors and stocks are moving the market.
Sectors Covered
All 11 GICS sectors: Technology, Healthcare, Financials, Consumer Discretionary, Communication Services, Industrials, Consumer Staples, Energy, Utilities, Real Estate, Materials.
Color Coding
Green gradient for positive returns, red for negative. Intensity indicates magnitude of move. Tiles are sized proportional to market capitalization.
Risk Analytics Widgets
Institutional-grade risk measurement, monitoring, and attribution tools.
VaR Calculator →
Value at Risk calculator supporting three industry-standard methodologies: Historical Simulation, Parametric (Variance-Covariance), and Monte Carlo Simulation. Configure confidence levels, holding periods, and lookback windows.
Methodologies
- Historical Simulation — Uses actual return distribution
- Parametric — Assumes normal distribution (variance-covariance)
- Monte Carlo — Simulates thousands of price paths
Configuration
- Confidence level: 90%, 95%, 99%
- Holding period: 1-day, 10-day, custom
- Lookback window: 1 year, 2 years, custom
- Portfolio or individual asset mode
P&L Attribution →
Comprehensive portfolio P&L analysis with attribution breakdown by asset, sector, and time period. Understand what drove your returns — which positions contributed the most and which dragged performance.
Attribution Breakdown
- Per-asset P&L contribution
- Sector-level attribution
- Daily, weekly, monthly views
- Realized vs unrealized P&L split
Performance Metrics
- Total return and annualized return
- Sharpe ratio calculation
- Maximum drawdown tracking
- Win/loss ratio analysis
Factor Exposure →
Barra-style multi-factor risk model showing your portfolio's exposure to common risk factors. Includes factor risk decomposition, return attribution, and factor correlation analysis. Understand the systematic risks driving your portfolio.
Risk Factors
- Market (beta), Size, Value
- Momentum, Volatility, Quality
- Factor loading visualizations
- Active factor bets vs benchmark
Risk Decomposition
- Systematic vs idiosyncratic risk split
- Factor contribution to total risk
- Factor return attribution
- Factor correlation matrix
Limit Monitor →
Set price alerts and portfolio risk limits with real-time breach notifications. Define upper and lower bounds for any metric — price levels, VaR thresholds, position sizes, or drawdown limits. Receive instant alerts via Server-Sent Events when limits are breached.
Alert Types
- Price-based alerts (above/below target)
- Portfolio VaR limit monitoring
- Position size and concentration limits
- Drawdown breach notifications
Delivery
- Real-time via Tiingo WebSocket feed
- Server-Sent Events (SSE) push
- Visual breach indicators in widget
- Audit log of all triggered alerts
Portfolio Risk Metrics →
Summary card displaying key portfolio risk metrics at a glance. Shows Sharpe Ratio, annualized volatility, maximum drawdown, and Value at Risk computed from portfolio snapshot data.
Metrics Displayed
- Sharpe Ratio — Risk-adjusted return measure
- Volatility — Annualized portfolio standard deviation
- Maximum Drawdown — Largest peak-to-trough decline
- Value at Risk (95%) — 1-day potential loss at 95% confidence
Sector Allocation →
Donut chart visualization of your portfolio's sector exposure. See at a glance how your capital is distributed across technology, healthcare, financials, and other GICS sectors.
Features
- Interactive donut chart with hover tooltips
- Percentage breakdown by sector
- Based on current portfolio holdings
- Identifies concentration risk at a glance
Economic Indicators
Macroeconomic data from the Federal Reserve Economic Data (FRED) API. Monitor inflation, employment, financial conditions, and more — all in your workspace.
All economic indicator widgets pull data from FRED (Federal Reserve Economic Data), the most comprehensive source of U.S. economic time series. Data updates automatically based on official release schedules.
Inflation Monitor →
Tracks CPI (Consumer Price Index), PCE (Personal Consumption Expenditures), and inflation expectations (5Y and 10Y breakevens). Visualize inflation trends to understand monetary policy direction and impact on asset prices.
Series Tracked
- CPIAUCSL — CPI for All Urban Consumers
- PCEPI — PCE Price Index
- T5YIE — 5-Year Breakeven Inflation
- T10YIE — 10-Year Breakeven Inflation
What to Watch
Rising CPI/PCE above 2% Fed target signals tightening. Breakeven rates show market inflation expectations. Divergence between CPI and PCE can signal underlying trends.
Employment Monitor →
Tracks Nonfarm Payrolls (PAYEMS) — the single most-watched U.S. labor market indicator. Monthly release drives major market moves. Shows total nonfarm employment over time with month-over-month job gains.
FRED Series: PAYEMS
Total Nonfarm Payrolls, seasonally adjusted. Released first Friday of each month by BLS. Strong reports typically boost equities and Treasury yields; weak reports signal recession risk.
Jobless Claims →
Weekly Initial Jobless Claims (ICSA) — the highest-frequency labor market indicator. Released every Thursday, it provides early signals of labor market deterioration or improvement before monthly employment reports.
FRED Series: ICSA
Initial Claims, seasonally adjusted. Rising above 300K typically signals labor market stress. The 4-week moving average smooths volatility from holidays and weather.
Consumer Sentiment →
University of Michigan Consumer Sentiment Index (UMCSENT). Measures consumer confidence about personal finances and business conditions. Leading indicator for consumer spending, which drives ~70% of U.S. GDP.
FRED Series: UMCSENT
Index value of 100 represents January 1966 baseline. Readings below 70 often coincide with recessions. Monthly release with preliminary and final readings.
Financial Stress →
Multi-indicator stress dashboard combining the St. Louis Fed Financial Stress Index, CBOE VIX, high-yield credit spreads, and the TED spread. When multiple indicators spike simultaneously, risk-off positioning is warranted.
Indicators Tracked
- STLFSI4 — St. Louis Financial Stress Index
- VIXCLS — CBOE Volatility Index
- BAMLH0A0HYM2 — HY Credit Spread
- TEDRATE — TED Spread
Interpretation
STLFSI above 0 signals above-average stress. VIX above 30 indicates high fear. Widening credit spreads suggest credit risk repricing. All four rising together is a strong risk-off signal.
Recession Monitor →
Yield curve analysis tracking the 10Y-2Y and 10Y-3M Treasury spread. Yield curve inversions (negative spread) have preceded every U.S. recession since 1970. The widget shows current curve state and historical inversions.
Series Tracked
- T10Y2Y — 10Y minus 2Y Treasury spread
- T10Y3M — 10Y minus 3M Treasury spread
What to Watch
Negative values = inverted curve = recession warning. The 10Y-3M spread is the Fed's preferred indicator. Average lead time to recession is 12-18 months after inversion.
ECB Rate Monitor →
Side-by-side comparison of ECB Deposit Facility Rate and U.S. Federal Funds Rate. Track divergence between European and American monetary policy, which drives EUR/USD exchange rates and cross-border capital flows.
FRED Series: ECBDFR
ECB Deposit Facility Rate compared against the effective Federal Funds Rate. Policy divergence creates carry trade opportunities and affects multinational earnings.
M2 Money Supply →
M2 Money Stock (M2SL) tracking the broadest commonly-used monetary aggregate. Includes cash, checking deposits, savings accounts, money market funds, and small time deposits. Rapid M2 growth is often a precursor to inflation.
FRED Series: M2SL
M2 Money Stock, seasonally adjusted. Released weekly by the Federal Reserve. Year-over-year growth rate above 10% historically correlates with rising inflation 12-18 months later.
Fundamentals & Research
Deep fundamental analysis from SEC filings and financial news with natural language processing.
Fundamentals Analysis →
Comprehensive financial statement analysis using official SEC EDGAR XBRL data. Access income statements, balance sheets, and cash flow statements for any U.S. public company directly from SEC filings — no third-party data manipulation.
Financial Statements
- Income Statement (Revenue, EBITDA, Net Income)
- Balance Sheet (Assets, Liabilities, Equity)
- Cash Flow Statement (Operating, Investing, Financing)
- Multi-year trend analysis
SEC EDGAR Source
Data comes directly from the SEC's Company Facts API using official XBRL taxonomies. Supports US-GAAP and IFRS standards. No scraping or third-party processing — authoritative financial data.
News Feed →
Financial news aggregation with Named Entity Recognition (NER). Automatically identifies and tags company names, ticker symbols, people, and financial metrics within news articles. Filter by relevance to your portfolio holdings.
NER Processing
- Automatic entity extraction from articles
- Company and ticker recognition
- People and organization tagging
- Financial metric identification
Features
- Portfolio-aware news filtering
- Source diversity (multiple providers)
- Chronological feed with timestamps
- Click-through to original articles
Dashboard & Tools
Overview dashboards and productivity tools for your workspace.
Dashboard Overview →
All-in-one portfolio summary combining risk metrics, performance analytics, and key market insights in a single widget. Designed as a landing view that gives you a comprehensive snapshot before diving into individual tools.
Sections
- Portfolio value and daily P&L
- Key risk metrics (Sharpe, volatility, drawdown)
- Top gainers and losers in your holdings
- Market indices snapshot
- Asset allocation pie chart
Jupyter Notebook →
Embedded JupyterLite notebook running directly in your browser. Write Python code for custom analysis, data manipulation, and visualization — all within your workspace. No server setup required.
Capabilities
- Full Python environment (Pyodide)
- NumPy, Pandas, Matplotlib available
- Interactive code cells with output
- Markdown documentation cells
Widget Bridge
Send data between notebooks and other widgets using the Data Receiver widget. Prototype custom analytics and visualize results directly in your workspace.
Portfolio Management
Track and analyze your investment portfolio with professional-grade tools.
Getting Started with Portfolios
Create a Portfolio
Go to Portfolio in the sidebar and click "Create Portfolio". Give it a name and optional description.
Add Holdings
Search for a ticker symbol, enter the quantity and purchase price, then add it to your portfolio.
Monitor Performance
Watch your portfolio value update in real-time. Use risk widgets (VaR, P&L, Factor Exposure) to analyze portfolio behavior.
Market Data Sources
Genesis RM aggregates data from institutional-quality sources.
Tiingo
Primary data provider for real-time quotes, historical OHLCV, and WebSocket streaming.
FRED (Federal Reserve)
Macroeconomic time series for all economic indicator widgets.
SEC EDGAR
Official SEC filings and Company Facts XBRL API for fundamental analysis.
News API
Financial news aggregation from multiple sources with NER processing.
All market data flows through a centralized Market Data Service with multi-tier caching (Redis L1, TimescaleDB L2) ensuring consistent pricing across all widgets and minimal API calls.
SEC EDGAR Integration
Direct access to SEC filings for fundamental analysis.
Roadmap
See what's coming next for Genesis RM.
Core Platform
Workspaces, 24+ widgets, real-time market data, portfolio tracking, risk analytics (VaR, Factor Exposure, P&L Attribution), economic indicators, and SEC EDGAR integration.
AI-Powered Insights & Options Analytics
Natural language queries, automated market summaries, smart alerts, and sentiment-driven signals.
Greeks engine, implied volatility surface, and Black-Scholes pricing with an FX option calculator already available.
API Access
RESTful API for programmatic access to portfolio data and risk metrics
Mobile App
Native mobile application with push notifications and portfolio monitoring.