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At the bottom of the Equities page sits a full-market treemap. One glance answers where the market is moving — not just how much. It has two personalities, switched with the Thematic / Sectors toggle:

Thematic

40 themes, ~270 sub-themes, ~940 stocks. Artificial Intelligence › Compute, Space Tech › Launch, Quantum Computing › Hardware… a curated thematic taxonomy, not GICS. Each tile is a sub-theme, aggregating its member stocks.

Sectors

The classic S&P 500 map. One tile per stock, grouped by sector — NVDA, AAPL, JPM sized by market cap. Hover any tile for the company name, industry, and market cap.

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Reading the tiles

  • Size = market cap. In the Sectors view that’s simply the stock’s cap. In the Thematic view, a stock’s cap is split across every sub-theme it belongs to — so a mega cap that’s tagged in 30 themes (looking at you, Microsoft) doesn’t dominate all 30 tiles, and pure-play tiles keep their visual weight.
  • Color = return over the selected timeframe. Green up, red down, deeper = bigger move. The color scale widens with the timeframe (±3% saturates a 1D view; a 1Y view needs ±30%), so the map stays readable at any horizon.
  • Hover a tile — thematic tiles show their top constituents with each stock’s return; sector tiles show the company, its industry, and market cap.

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Equal vs Cap

In the Thematic view, a second toggle controls how each tile’s return is computed: The two can disagree sharply: on a day small-cap semis get hit hard while NVDA shrugs, AI › Compute might read −5% equal-weighted but −2% cap-weighted. That gap is information.

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% vs Z vs MA

A third toggle switches what the color means: Raw % has a built-in bias: high-beta themes (Crypto, Uranium, Space) are always vivid and low-vol themes (Utilities, Staples) are always gray — a −2% day in Utilities is a genuine event, but in % mode you’ll never see it light up. Z mode fixes exactly that: every tile is measured against its own normal. Tiles read like +2.1σ, and the color scale is a fixed ±3σ at every timeframe (z is self-normalizing, so no rescaling needed). Hover any tile to see both readings. Z works in both views (per-theme sigmas in Thematic, per-stock in Sectors) and every timeframe except YTD and Custom, which have no fixed horizon to measure “normal” against.

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MA breadth

Picking MA reveals a window picker — 20D / 50D / 200D — and recolors every tile by the share of its constituents above that moving average. The scale pivots at 50%: deep red at 0%, neutral at 50%, deep green at 100%. Tiles read like 82% instead of a return. The killer read: a theme that’s green on return but red on breadth — one mega cap dragging the cap-weighted return up while most constituents sit below their 50DMA. Invisible in % mode, obvious here. It’s the same “hollow leadership” lens the Market Pulse applies to RSP/SPY, per theme. Details worth knowing:
  • Every tile’s tooltip carries the breadth line in all modes — above MA: ›20D 88% · ›50D 94% · ›200D 75% — so you rarely need to flip the toggle to check.
  • In the Sectors view a tile is a single stock, so it goes binary: full green above the MA, full red below — the classic above/below map.
  • In the constituents panel, each stock row gets a ▲50 / ▼50 marker (tracking your selected window), so you see exactly which names are holding a theme up.
  • Timeframe and Equal/Cap dim in MA mode — breadth is a fixed daily metric, refreshed each session. Names younger than a window (a recent IPO with no 200 sessions) simply drop out of that MA’s denominator.

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Bars view

The ▦ / ☰ / ✛ toggle picks the chart mode. ☰ swaps the treemap for a ranked horizontal bar chart — one bar per theme (or per sector in the Sectors view), sorted by the active metric. Everything above still applies: Equal/Cap, %/Z, and every timeframe re-rank the bars exactly as they recolor the tiles. Treemap answers where’s the weight; bars answer who’s first. Two things the bars can do that tiles can’t:
  • Click a bar to drill down. A theme opens its sub-themes as their own ranked bars (in Sectors view, a sector opens its ranked stocks). A breadcrumb — or Esc — pops you back up. Click a sub-theme bar and you keep going — its constituents panel opens below the chart.
  • Hover a bar to see its internal min→max sub-theme range drawn as a whisker. A small ◆ diamond marks themes whose internal spread sits in the top quartile — a flat-looking average hiding a rotation, with sub-themes moving in opposite directions. The diamond is your cue to hover or drill.

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Rotation view

The third mode (✛) replaces tiles and bars with an RRG-style quadrant scatter: every theme (or sector) plotted by its relative strength and momentum vs SPY, landing in one of four quadrants: The classic rotation clock runs Leading → Weakening → Lagging → Improving → Leading. Catching a theme as it crosses from Improving into Leading is the whole point of the view.
  • Dots are sized by market cap, each dragging an 8-week fading trail — the trail’s shape tells you whether the move is a steady drift or a whipsaw.
  • Right-side legend, grouped by quadrant, with two-way hover: hover a legend row to light up its dot, hover a dot to light up its row.
  • Click a dot to drill down — a theme opens its sub-themes on the same quadrant grid (a sector opens its stocks). Breadcrumb or Esc to pop back up. From there, clicking a sub-theme dot (or its legend row) opens the constituents panel.
  • Equal/Cap applies (it changes how each theme’s relative strength is computed). %/Z and the timeframes don’t — RRG math runs on its own fixed lookback windows, so those controls dim in this mode.
The quadrant crossings from this view — newly leading, turning up, rolling over — feed the Rotation watch card on Today.

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Down to single names

Every sub-theme is clickable — from a treemap tile, a drilled bar, or a drilled rotation dot (or its legend row). Clicking one opens a constituents panel right below the chart: one row per member stock, with a centered return bar over the active timeframe, the exact %, and — where your research corpus knows the name — two badges:
  • 🎯 n — tracked calls on the stock. Hover for the top ones: direction · writer · date.
  • 📄 n — research pieces covering it, across Substack, X, and YouTube.
A Return / Research toggle re-sorts the rows: Return ranks by performance, Research ranks by corpus activity — “which names in this sub-theme are writers actually talking about?” Names with no badges are signal too: nobody’s covering them yet. Click any row and the full stock pop-out opens — price chart with the call markers drawn right on it, studies, the company panel, and Ask Aura. That’s the whole path in three clicks: theme → sub-theme → the single name and what your writers said about it. In the Sectors view a leaf already is a stock, so clicking it skips the panel and opens the pop-out directly.
The panel follows the timeframe pills, closes with ✕, Esc, or the breadcrumb, and works in the embedded map and fullscreen alike.
Your view, weighting, %/Z, timeframe, and chart-mode choices all persist — the map reopens exactly how you left it.

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Controls

  • Timeframes — 1D, 1W, 1M, 3M, 6M, YTD, 1Y, plus Custom: pick any past date and the whole map recolors to the return since that date (measured from the last trading session on or before it). Anchor it to an event — “what’s actually outperformed since CPI day” — instead of approximating with the nearest preset. The color scale auto-widens with the horizon length, and the drill-down panel re-ranks by the same window.
  • Expand ⤢ — takes the map full-screen right on the page (controls included). Close with the ✕ button or Esc.
  • Snapshot 📷 — exports the current chart in any of the three modes: Download PNG or Copy image straight to the clipboard. Snapshots get a branded header (view, mode, weighting, metric, timeframe) and an auramarkets.io watermark with the timestamp, so they’re paste-ready for a chat or a post.

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Freshness

Tile colors refresh on a ~15-minute cycle during the session. The theme and sector memberships themselves are refreshed daily.