Mandate and Portfolio Drift, Checked as the Data Refreshes.
Drift Radar monitors mandate parameters, portfolio composition, and active investment theses for drift — surfacing structured alerts when positions, conviction levels, or thesis support move outside their defined boundaries. No waiting for a quarterly review to discover what changed.
Read-only and operator-supervised. Drift Radar surfaces findings; it does not adjust positions or authorize any action.
The drift radar.
An interactive rendering of the instrument, built from illustrative sample readings. Each spoke is a drift dimension; the dashed circle is its review envelope. Select a dimension — or switch the illustrative scenario — to see how a reading moves between WITHIN, WATCH, and REVIEW, and what each reading would trigger. The values are illustrative only; Drift Radar surfaces what to review and takes no capital action.
Drift Radar
Thesis integrity monitor
Illustrative normalized drift values.
Illustrative sample — not client data.
One dimension has breached its envelope and is surfaced for review.
Each spoke is one drift dimension. A vertex further from the center means more drift on that dimension. The dashed circle is the review envelope — the boundary beyond which a dimension is surfaced for operator review. The amber polygon connects the current readings. Select any vertex or legend row — or hover it — to read what that signal measures and what each reading means.
Concentration
How much correlated or shared exposure sits behind the thesis — whether several holdings depend on the same underlying assumption rather than independent ones.
Exposure is diversified across independent assumptions.
A shared assumption is starting to account for more of the exposure.
A single shared assumption carries a disproportionate share of the holdings — surfaced for a concentration review.
Drift Radar surfaces what to review. A REVIEW reading enters the operator's review queue — it does not recommend or take a capital action. Read-only and operator-supervised; capital authority remains separate.
Illustrative sample — not client data.
Structured early warning for allocation discipline.
Drift is one of the most common and least visible failure modes in portfolio management: positions silently move away from mandate, theses become stale, conviction levels detach from their evidence base. By the time a quarterly review surfaces it, the drift has often compounded.
Drift Radar defines drift parameters — mandate bands, thesis conviction thresholds, portfolio composition limits — and monitors them continuously. When a parameter breaches its boundary, the system produces a structured alert with the drift magnitude, the affected thesis or position, and the decision record of the prior approved state.
Drift Radar does not adjust positions. It produces a typed record for operator review. Capital authority remains separate.
From defined parameters to a reviewed drift record.
Five stages from parameter definition to a reviewed, audit-ready drift record.
- 01Parameter definition
The operator defines drift parameters for each active mandate, portfolio, or thesis: acceptable composition bands, conviction thresholds, and drift sensitivity levels. These parameters are stored as typed records and version-controlled — every change is logged.
- 02Refresh-driven monitoring
Drift Radar re-checks the defined parameters whenever the underlying data refreshes. Portfolio composition, thesis conviction levels, and mandate adherence are checked against their approved boundaries each time new data is recorded. No manual check-in required.
- 03Structured alert generation
When a parameter breaches its boundary, Drift Radar generates a structured alert: the specific parameter that drifted, the magnitude of the drift, the timestamp, and a reference to the prior approved state. Alerts are typed records — not free-text notifications.
- 04Operator review queue
Alerts enter a review queue in the portal. The operator reviews each alert, acknowledges the drift, and either accepts the new state (updating the approved baseline) or flags it for remediation. Every review action is recorded.
- 05Decision Intelligence integration
Thesis drift findings feed back into Decision Intelligence: the affected thesis node is updated to reflect the new evidence state. The graph and the drift record share a common lineage — findings do not exist in isolation.
For teams that need continuous mandate discipline.
Monitor live portfolio composition against mandate bands without waiting for a reporting cycle. Drift alerts surface before they compound into material deviations.
Receive structured drift records ahead of committee review — not a narrative summary but a typed record of what changed, when, and by how much.
A continuous, logged drift record supports compliance review and demonstrates that mandate parameters are being monitored — not just reviewed after the fact.
Monitor client mandate adherence continuously. Drift Radar produces the evidence record that a suitability or fiduciary review requires — without manual extraction from position reports.
Capabilities and access.
- Continuous monitoring of mandate bands, thesis conviction thresholds, and portfolio composition limits
- Structured drift alerts with magnitude, timestamp, and prior-approved-state reference
- Operator review queue with logged acknowledgement and remediation records
- Typed drift event schema — records are institutional, not narrative
- Decision Intelligence integration: thesis nodes reflect current drift state
- Version-controlled parameter definitions — every change logged
- ActionIntent API add-on for programmatic event access and webhook delivery
- Drift findings included in Impact Ledger + Audit (quarterly governance cadence)
Drift Radar is a capability inside the Capital Action OS. Programmatic event access belongs to the ActionIntent API offer, priced from $120,000/year plus usage.
SigmaX provides capital decision intelligence, scenario analysis, and authority workflow software. SigmaX does not provide investment advice. SigmaX does not place trades, move funds, route customer capital, or manage client capital. Shadow/simulated/paper/backtested results are not live trading results. No result is a guarantee of future performance. Human approval is required before any capital-linked action.
Where SigmaX uses AI, it is governed as assistive software: truthful capability claims, human oversight, traceable records, disclosure of AI assistance, and no capital authority. SigmaX designs AI controls with reference to applicable securities obligations, FINRA existing-rule guidance, SEC AI-claims discipline, NIST AI RMF-style risk management, and EU AI Act transparency readiness. This is compliance-readiness design, not a claim that every deployment or jurisdiction-specific use has completed legal review.