How Portfolio Impact Is Tagged
The tagging rules that convert a confirmed headline into a portfolio-level impact signal. Tickers, direction, and exposure side.
Every confirmed alert is run through a tagger that matches it against the master watchlist and the thesis preset instrument lists from lib/product-facts.js. The result is a structured set of portfolio impact tags that desks can filter the feed by.
How the tagger works
Every confirmed alert is matched against the master watchlist and the thesis preset instrument lists. If a preset owns the instrument, the alert inherits that preset's narrative tags.
Thesis presets
6
Tagged instruments
12
Instruments covered by presets
| Symbol | Preset(s) |
|---|---|
| BZ=F | Brent / WTI, Iran / Gulf, Sanctions / shipping |
| CL=F | Brent / WTI |
| NG=F | LNG / tankers |
| GC=F | Iran / Gulf |
| LMT | Defence primes |
| RTX | Defence primes |
| NOC | Defence primes |
| GD | Defence primes |
| BA.L | Defence primes |
| ^FTSE | Europe macro / rates |
| ^GDAXI | Europe macro / rates |
| ^TNX | Europe macro / rates |