Macro Brief
Weekly allocation tracker

Allocation Recommendations — Weekly History

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Tilt view: tooltip shows representative index value + WoW / 1M / 1Y deltas. Flows view: tooltip shows the weekly net fund flow for each visible asset's underlying vehicle plus the brief's tilt that week.

Money Flow Snapshot

Daily ETF flow estimates with rolling WoW, MoM, 6M, and YoY totals. Published by the owner account and available to approved viewers. Last refresh: —
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Notes
  • Daily flow is estimated from ETF shares-outstanding changes multiplied by price.
  • WoW, MoM, 6M, and YoY columns are rolling sums built from the cached daily flow series.
  • The Refresh button pulls fresh market data immediately instead of waiting for the next automatic refresh.

This week's brief

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Prior briefs

    About this app

    Shared viewer for published macro briefs, allocation history, and money flow snapshots.

    How it works

    The published site is read-only for viewers. A trusted publisher account fetches market data, generates the brief with its own API key, and updates the site artifacts for everyone else to read.

    Data sources

    Bundled JSON for historical tilts and flows. Live quotes are fetched directly by the app from:

    • FRED CSV endpoints — Treasury yields, OAS spreads, WTI, gold fix, Fed funds.
    • Yahoo Finance chart API — equity indices and ETFs.
    • Stooq — fallback for daily closes.
    • CoinGecko — BTC spot.

    Flow data

    ETF and MMF flow figures come from published weekly reports (ICI, ETF.com, VettaFi). They are committed to flows.json each week.

    Source

    Code lives on GitHub. The recommended deployment path is Cloudflare Pages protected by Cloudflare Access.

    Settings

    Configure your AI provider and API key for brief generation. Keys are stored encrypted in the macOS Keychain.

    AI Provider

    API Key

    The key is encrypted with the macOS Keychain before being written to disk. It is never sent anywhere except the selected AI provider's API endpoint.

    Scheduled Brief Generation

    When enabled, the app launches silently at login with no window. It generates the brief at the scheduled time and sends a notification — click it to open the app.