import React from 'react'; import { Settings, X } from 'lucide-react'; interface WhaleBlueprintModalProps { isOpen: boolean; onClose: () => void; } export default function WhaleBlueprintModal({ isOpen, onClose }: WhaleBlueprintModalProps) { React.useEffect(() => { const handleKeyDown = (e: KeyboardEvent) => { if (e.key === 'Escape') { onClose(); } }; if (isOpen) { window.addEventListener('keydown', handleKeyDown); } return () => { window.removeEventListener('keydown', handleKeyDown); }; }, [isOpen, onClose]); if (!isOpen) return null; return (
System User Manual & Interface Mechanics
Operational details of boutique manager tracking and conviction scoring.
The universe is restricted to active boutique investment firms holding between $100M and $5B in Assets Under Management (AUM), exhibiting an Active Share exceeding 80%. This excludes large index-trackers and highlights alpha-generating concentrated stock pickers.
Prioritizes portfolios where the top 10 holdings represent more than 50% of the total reported holdings value. This ensures that the positions tracked reflect high-conviction ideas where managers are willing to expose significant capital.
Measures the quarterly change in portfolio weighting for each asset. It isolates managers' active additions or liquidations ($\Delta W_i$), sorting the dashboard holdings strictly by positive conviction velocity to find accumulating trends.
Form 13F filings are submitted up to 45 days after the end of the calendar quarter. The system displays these shifts as lagging indicators and overlays them with volume markers to confirm whether the manager is still actively buying.
Whale Profile Cards: The left sidebar allows selecting the active boutique manager (e.g. Scion Asset Management, Akre Capital, Mairs & Power). Displays their current AUM, Concentration index, and top holdings size.
Transactions Ledger: The right table shows the selected manager's quarterly additions and reductions. Shows security names, tickers, shares held, reported values, portfolio weights, and calculated VoC deltas.
DEV_MODE Offline Protection: When offline, the `/api/whale/screener` endpoint bypasses SEC EDGAR connections and returns stored mock files, indicating isShieldActive: true.