Investment Navigator Overview
The Where · What · When investment-analysis workflow in Pulse.
Illustrative interface preview for documentation. It demonstrates the feature layout and workflow; it is not a live market-data snapshot and does not represent a specific user account.
Purpose
Investment Navigator connects user-confirmed goals, risk tolerance, time horizon, capital and financial capacity with research on current markets. A new or incomplete profile cannot unlock personal-fit labels, numerical recommendations or profile-dependent opportunity rankings. Completing and successfully saving all required investor-profile inputs is mandatory before these appear.
Main workflow
- Overview
- Investor Profile
- Where to Invest
- Opportunities
- Timing
- Portfolio Impact
- Watchlist
Decision-support model
Navigator distinguishes macro-based market alignment from investor suitability. The Where asset-class score is based on market-regime observations only, and is never a personal suitability score, even for members with saved profiles. Its numerical ranking is hidden before profile completion; general market commentary may remain visible with an explicit non-personal label. The What opportunity screen is gated on a completed profile and uses a separate investment research scoring model. Unknown market observations are not filled in with synthetic scores. Navigator does not guarantee investment results.