{ "$schema": "https://edwson.com/.well-known/threads.schema.json", "version": "1.1.0", "updated": "2026-05-14", "site": "https://edwson.com/", "author": { "name": "Ed Chen", "url": "https://edwson.com/", "sameAs": ["https://www.linkedin.com/in/ed-chen-saas/"] }, "description": "Portfolio threads — the conceptual web that connects Ed Chen's case studies. Each thread is a named pattern that recurs across multiple projects. A single case study typically sits at the intersection of 2-3 threads. This manifest is the canonical source-of-truth for the per-page Portfolio Threads sections and for AI crawler discovery of cross-case-study relationships.", "threads": [ { "id": "regulatory-routing", "label": "Regulatory Routing & Translation", "gloss": "How upstream regulation and macro grammar translate into UI primitives — disclosure banners, audit hooks, suitability gates, severity-based ARIA roles.", "regulatoryAnchors": [ "ASIC RG 268", "MiFID II", "FINRA 2111", "Reg BI", "FATF", "BSA", "FinCEN CDD", "SEC 17a-4", "CSDR Article 7", "SEC Rule 15c6-2", "SR 11-7", "FCA COBS", "OFAC", "ESMA AI Q&A" ], "caseStudies": [ { "url": "project-acy.html", "name": "ACY Securities Ecosystem", "role": "Production flagship — 150-component system absorbing 8 regulatory rewrites without rebuild", "tier": "shipped" }, { "url": "project-acy-connect.html", "name": "ACY Connect — Institutional FIX API", "role": "FIX 4.4 institutional API with 5-user taxonomy", "tier": "shipped" }, { "url": "project-finlogix.html", "name": "Finlogix Market Data", "role": "8-jurisdiction cross-border market data", "tier": "shipped" }, { "url": "project-tradingcup.html", "name": "TradingCup Copy-Trading", "role": "ASIC RG 268 trader-protection compliance", "tier": "shipped" }, { "url": "project-private-banking.html", "name": "Xanthos Private Bank", "role": "FINRA 2111 + Reg BI in UHNW context", "tier": "concept" }, { "url": "project-argos.html", "name": "Argos — Cross-Asset Compliance", "role": "FATF / BSA / FinCEN / SAR filing for cross-asset AML", "tier": "concept" }, { "url": "project-aureus.html", "name": "Aureus — B2C AI Wealth Hub", "role": "5 regulatory guardrails mapped to retail UI", "tier": "concept" }, { "url": "project-praxis-prime.html", "name": "Praxis Prime — F2B Prime Brokerage", "role": "T+1 / CSDR / SEC 15c6-2 settlement-discipline UI", "tier": "concept" }, { "url": "project-double-blind.html", "name": "Double-Blind Fiduciary Protocol", "role": "SR 11-7 model risk + SEC 17a-4 retention pattern", "tier": "concept" } ] }, { "id": "concentration-risk-agents", "label": "Concentration, Risk & Agents", "gloss": "Portfolio-level math primitives — concentration heatmaps, stress-test sliders, cross-margin bars — paired with AI agents that surface risk without crossing the fiduciary boundary.", "regulatoryAnchors": ["SR 11-7", "Basel III", "SEC 13F", "Reg SHO", "FINRA 2111(b)"], "caseStudies": [ { "url": "hedge_fund.html", "name": "TradeX — Hedge Fund Dashboard", "role": "11 PM screens with stress-test + 4-tier AI autonomy framework", "tier": "concept" }, { "url": "project-tradex-institutional.html", "name": "TradeX — Institutional Terminal", "role": "960-point Portfolio Risk Matrix + L2 order book", "tier": "concept" }, { "url": "project-praxis-prime.html", "name": "Praxis Prime — F2B Prime Brokerage", "role": "Stress-Test Slider · cross-margin bar · concentration heatmap", "tier": "concept" }, { "url": "project-nova.html", "name": "Nova — AI Trust in High-Stakes Finance", "role": "Confidence intervals + override-boundary UX for AI risk recommendations", "tier": "concept" }, { "url": "project-aureus.html", "name": "Aureus — B2C AI Wealth Hub", "role": "Retail-scale stress-test slider with 3 named scenarios", "tier": "concept" }, { "url": "project-connectx.html", "name": "ConnectX — Private Banking CRM", "role": "4-tier AI autonomy framework (Read-Only / Suggest / Draft / Execute)", "tier": "concept" }, { "url": "project-macro-signal.html", "name": "Macro Signal Network", "role": "Macro signal aggregation feeding PM dashboards", "tier": "concept" } ] }, { "id": "retail-to-institutional", "label": "Retail → Institutional", "gloss": "Consumer-grade UX translated into regulated finance — the same primitive serves a Robinhood-tier retail user and a Bloomberg-tier institutional trader through density modes and disclosure overlays.", "regulatoryAnchors": ["FINRA 2210", "Reg BI Care", "MiFID II RTS 27/28"], "caseStudies": [ { "url": "project-logixtrader.html", "name": "LogixTrader Platform", "role": "Multi-tenant theming · 4 audience types — retail / IB / hedge fund / institutional", "tier": "shipped" }, { "url": "project-aureus.html", "name": "Aureus — B2C AI Wealth Hub", "role": "UHNW private-banking logic translated into a retail mobile experience", "tier": "concept" }, { "url": "artificial_intelligence_cowork.html", "name": "The Terminal Model — Demo 02 OpenStock", "role": "Same chart serves retail with simple price line and institutional with VaR floor + take profit", "tier": "methodology" }, { "url": "project-finlogix.html", "name": "Finlogix Market Data", "role": "Tabular-nums grids serving primary trader surfaces", "tier": "shipped" }, { "url": "project-tradingcup.html", "name": "TradingCup Copy-Trading", "role": "First-loss-is-the-design-problem retail trader protection", "tier": "shipped" } ] }, { "id": "editorial-voice", "label": "Editorial Voice in Finance", "gloss": "Luxury and editorial discipline imported into finance — concierge restraint replaces retail enthusiasm; bone white replaces neon green; Cormorant Garamond replaces sans-serif aggression.", "regulatoryAnchors": [], "caseStudies": [ { "url": "project-christies.html", "name": "Christie's — UHNW Editorial Platform", "role": "260-year brand discipline · $5M–$80M real-estate audience · production precedent", "tier": "shipped" }, { "url": "project-aureus.html", "name": "Aureus — B2C AI Wealth Hub", "role": "Bone white surface · Aureus gold accent · Cormorant Garamond display tier", "tier": "concept" }, { "url": "project-private-banking.html", "name": "Xanthos Private Bank", "role": "Editorial UHNW visual register for B2B2C wealth", "tier": "concept" }, { "url": "project-connectx.html", "name": "ConnectX — Private Banking CRM", "role": "Editorial register applied to enterprise CRM tropes", "tier": "concept" }, { "url": "project-praxis-prime.html", "name": "Praxis Prime — F2B Prime Brokerage", "role": "Light-theme institutional case study · Cormorant display + JetBrains Mono numerals", "tier": "concept" }, { "url": "visual-design-evolution.html", "name": "Visual Design Evolution", "role": "Before/after pivots on density, hierarchy, regulatory grammar across 5 platforms", "tier": "methodology" } ] }, { "id": "evidence-verification", "label": "Evidence & Verification Discipline", "gloss": "How design claims get proven with data — A/B baselines, append-only audit trails, hash-sealed commitments, SAR evidence chains, production telemetry over speculative mockups.", "regulatoryAnchors": ["SEC 17a-4(f)", "SR 11-7", "MiFID II Best Execution"], "caseStudies": [ { "url": "project-double-blind.html", "name": "Double-Blind Fiduciary Protocol", "role": "SHA-256 hash-sealed commit-then-reveal sequence for AI governance", "tier": "concept" }, { "url": "project-intent-canvas.html", "name": "Intent Canvas", "role": "Typed artifact for human-AI agreement with append-only audit", "tier": "concept" }, { "url": "project-argos.html", "name": "Argos — Cross-Asset Compliance", "role": "AI co-pilot with confidence scores · reasoning chain · audit-defensible decisions", "tier": "concept" }, { "url": "project-praxis-prime.html", "name": "Praxis Prime — F2B Prime Brokerage", "role": "Full settlement lineage · 7-year retention model · resolution audit trail", "tier": "concept" }, { "url": "data-verification.html", "name": "Data Verification Methodology", "role": "How the portfolio's data claims get verified — telemetry over assertion", "tier": "methodology" }, { "url": "note-portfolio-funnel-analysis.html", "name": "Portfolio Funnel Analysis", "role": "Real traffic data interpreted as career signal — evidence discipline applied to the portfolio itself", "tier": "methodology" } ] }, { "id": "fiduciary-ai", "label": "Fiduciary AI & Sign-off Discipline", "gloss": "AI surfaces options, humans hold the commit. 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