Rows (pivot) :
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Routes (tick to include)
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Advanced Filters — include / exclude by tag or family
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Total exposure
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Exposure matrix rows: instrument · columns: route Click any cell → drill
Concentration Loading bands…
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Cell drill vehicles + members behind the click
Click a cell in the matrix
Vehicles tab (default) lists every fund / PMS / demat lot behind that exposure. In family scope, a Members tab appears alongside — showing the per-member decomposition with concentration banding.
Saved slices named presets
Financial-services concentration
rows: sector · route: any
Debt vs equity mix
rows: segment
Small-cap through MFs
rows: instrument · MF only
Cash sweep readiness
rows: instrument · cash + custody
Direct-equity book only
rows: instrument · direct route
US listings via feeder funds
rows: instrument · MF + AIF
Gold across paper + physical
rows: instrument · gold + custody
Per-member exposure
rows: member · route: any
Tag saved (demo shim — not persisted)