VTM Studio Manual

1. System Overview

VTM Studio - Integrated is a 3D financial visualization system that renders hierarchical financial data (Balance Sheets, Income Statements, Cash Flow Statements, Equity Schedules, and KPI metrics) as concentric ring structures. Each node in the financial hierarchy becomes a geometric element - arcs, petals, or columns - whose size, height, and color encode magnitude, growth, and lineage. The system integrates SEC XBRL taxonomy mapping, standalone Rose export for sharing, and DuPont valuation decomposition.

1A. NAV PAD Controller Navigation

The NAV PAD mode enables controller-driven navigation of the VTM environment. Standard game controllers (Xbox, PlayStation, Switch Pro, and compatible USB or Bluetooth controllers) can operate the viewer in place of a mouse.

Turn On NAV PAD

Use the NAV PAD button on the top control bar to activate controller input mode. In the Default-On build, both MOBILE and NAV PAD start active at launch so a touch device and a hand controller can operate together.

How to Use

NAV PAD works from a center-screen targeting reticle. Rotate the environment until the reticle points at the node you want. Then:

• Press A to select the node under the reticle.
• Press Y to drill into the selected node.
• Press B to drill up one level.
• Press Start to reset to the root level.

The left and right sticks replace mouse movement and camera adjustment. Triggers replace mouse-wheel zoom. The controller therefore becomes a hand-operated navigation surface for the model.

Controller Mapping

Reticle Targeting

A center reticle appears when NAV PAD is active. Rotate the environment until the reticle points at a node, then press A to select or Y to drill. This is the controller equivalent of mouse hover plus click/double-click.

The purpose of NAV PAD is to support large-display use, classroom or presentation use, and controller-based exploration where a mouse is not practical.

2. Loading Data

Click HOME in the main toolbar. You can load data in two ways:

Built-in Datasets

Select from the PROJECT dropdown (e.g., Morgan Stanley). The CSV is pre-loaded and the 3D model builds automatically.

Upload Your Own CSV

Click HOME -> Upload CSV. The file must include columns: Index, Parent, Name, Type, Depth, plus numeric data columns (years or frames). The parser auto-detects year columns (e.g., 2006–2024), fiscal years (FY2016–FY2025), quarterly periods (Q1_2015–Q4_2024), or falls back to sequential frames.

Bridge CSV (SEC XBRL)

Files generated by bridge_extract.py include six additional metadata columns: XBRL_ID, XBRL_Alt, SEC_Role, Calc_Parent, Calc_Weight, Dimension. These are loaded automatically alongside period data and enable the S6 Bridge sheet, tooltip cross-references, and VTM/SEC/DUAL label toggle.

Bridge Merge (Overlay)

If you drop a *_bridge_ref.csv (bridge columns only, no periods) while data is already loaded, VTM merges the XBRL metadata onto existing nodes. This lets you add SEC cross-references to any pre-existing VTM dataset.

3. Navigation Views

The top toolbar has five main views:

View	Description
3D STUDIO	Primary 3D ring model. Interactive drill, rotate, zoom.
2D DASHBOARD	Flat 2D table with sparklines, sorting, and node detail.
OBSERVATORY	Deep-dive analytics and cross-referencing.
VALUATION	Generates DuPont decomposition and shows root chamber only. Red ✕ EXIT restores original model. See Section 23c.

3b. The Stage Architecture: Build, Modify, Navigate

Stage 1: Data Ingestion

Stage 1 is the foundation. Raw financial data enters the system—whether uploaded as a VTM CSV, loaded from an embedded dataset, or extracted from SEC XBRL filings via the bridge_extract.py pipeline—and populates the base hierarchy.

The universal CSV parser auto-detects column formats:

Format	Example	Detection
Annual	2006, 2007, … 2024	4-digit integers 1900–2100
Fiscal Year	FY2016, FY_2025	FY prefix + 4-digit year
Quarterly	Q1_2015, Q2_2024	Q[1-4]_YYYY pattern
Frame Index	F0, F1, F2	F prefix + integer
Period Index	P001, P002	P prefix + number

Metadata columns (Index, Parent, Name, Type, Depth, Unit, Bin, SEC_Ref, Category, Subcategory, Format, and all bridge columns) are automatically identified and separated from period data. Parent-child relationships are wired. The result is Schedule 1 (S1 Base)—the unmodified, auditable, source-of-truth dataset.

Stage 2: Analytical Modification

Stage 2 is where analysis becomes interactive. The five-schedule ledger system activates:

Schedule	Purpose	Editable?
S1 Base	Raw input data from Stage 1	No (source of truth)
S2 Delta	Journal entry adjustments (M&A, restatements)	Yes – direct cell editing
S3 Projections	Statistically projected values per node	Via FORECAST engine
S4 % Input	Percentage growth assumptions	Yes – direct cell editing
S4A % Result	Absolute impact of S4 percentages	Auto-computed
S5 Result	S1 + S2 + S3 + S4A combined	Auto-computed

The 3D model always reflects the current S5 state. When projections extend the dataset, valuations (DCF, Monte Carlo, DuPont 3D, ROI 3D) automatically synchronise with the extended data.

Stage 3: Multi-Index Navigation

Stage 3 generates alternative hierarchical orderings from the same S5 data:

View	Hierarchy Order	Best For
5A	BIN → Statement → Category → Item	Full structural view
5B	Statement → Category → Item	Statement-level analysis
5C	Category → Statement → Item	Cross-statement comparison
5D	Format → Statement → Item	Separating currency / % / ratio

The critical insight: the same financial data tells different stories depending on how you arrange it. View 5C groups all revenue nodes together regardless of which statement they appear in. View 5A preserves the full GAAP structure. Both use identical numbers.

3c. SEC XBRL Bridge System

How Bridge Data Gets Into VTM

Two methods:

1. Full Bridge CSV – Run bridge_extract.py AAPL -q --years 2015-2024 to generate a VTM CSV with period data AND six bridge columns (XBRL_ID through Dimension). Load this file directly into VTM.

2. Bridge Merge (Overlay) – Load any VTM CSV first, then drop a *_bridge_ref.csv file (bridge columns only, no period data). The system merges XBRL metadata onto matching nodes without replacing the loaded data. A green toast confirms: “Bridge Merge: 186/186 nodes linked.”

Bridge Columns Explained

Column	Example	Meaning
XBRL_ID	us-gaap:Revenues	Primary GAAP/IFRS taxonomy concept
XBRL_Alt	us-gaap:SalesRevenueNet	Alternative concept tag (varies by year)
SEC_Role	IncomeStatement	Filing section the value appeared in
Calc_Parent	us-gaap:GrossProfit	XBRL calculation hierarchy parent
Calc_Weight	+1 or -1	Adds to or subtracts from calc parent
Dimension	srt:ProductAxis::iPhone	Segment/product/region qualifier

S6 Bridge Sheet

Click DATA SHEETS → S6 Bridge tab (cyan, far right). This is a cross-reference table showing every node’s VTM index alongside its XBRL mapping:

Feature	Description
Search	Type any term – searches across VTM names, XBRL concepts, and dimensions simultaneously
Sort	Click column headers to sort by Index, Name, or XBRL
Lineage Chips	Color-coded BIN hierarchy path for each node
Dimension Colors	Product=orange, Geography=green, Business=purple
Click	Click any row to select+highlight that node in the 3D model
Export	Click Export Bridge CSV to download the cross-reference table

Dynamic Label Toggle (VTM / SEC / DUAL)

When bridge data is loaded, the 3D floating labels become switchable. Look for the VTM button in the VIEW toolbar (next to the gold LABELS button). Click it to cycle through three modes:

Mode	Button	Labels Show	Border Color
VTM	VTM	Human-readable names: “Total Revenue”	Original (ring color)
SEC	SEC	XBRL concepts: “Revenue From Contract”	Cyan (all labels)
DUAL	DUAL	Both abbreviated: “Total Rev.. | Revenue..”	Purple (all labels)

Where Bridge Data Appears

Location	What You See
3D Labels	Name or XBRL concept (depends on toggle mode)
Hover Tooltip	Always: VTM name + XBRL concept + Dimension + Calc Parent
Left Panel (Node Inspector)	XBRL and Dimension lines below the sparkline
Right Panel (Node Detail)	SEC BRIDGE section: full XBRL_ID, Alt, Dimension, Calc Parent, Weight, SEC Role
S6 Bridge Tab	Full sortable/searchable cross-reference table
S1–S5 Sheets	Six additional cyan columns between Avg and period data

4. Camera Controls

Mouse (Desktop)

Action	Control
Orbit (rotate)	Click + drag
Zoom in/out	Scroll wheel
Select node	Single click on a mesh
Drill into node	Double-click on a mesh

Touch (Mobile)

Action	Control
Orbit	One-finger drag (requires Mobile Mode ON)
Zoom	Two-finger pinch
Pan	Two-finger drag
Drill	Double-tap

5. Orthographic vs Perspective

Toggle between modes using the ORTHO / PERSP button in the ANALYSIS toolbar group.

Mode	Zoom Behavior	Best For
ORTHO (default)	Scales the view uniformly (camera zoom)	Precise comparisons, data reading
PERSP	Moves camera closer/further	Immersive exploration, presentations

6. ROSE Angle Modes

The ROSE ANGLE dropdown (utility toolbar) controls how angular space is allocated to nodes around the ring. This fundamentally changes the model's geometry:

6b. 3D INDEX & 2D INDEX — Conical Filing Index

Activation

Select 3D INDEX or 2D INDEX from the dropdown model selector in the purple toolbar. Both modes switch to single-frame stack mode (like ROSE-C). 3D INDEX builds the conical ring geometry in the WebGL viewport; 2D INDEX renders a radial tree on a dedicated 2D canvas overlay.

3D INDEX

Geometry

Element	Description
Rings	Concentric arcs at each depth level. Depth 0 (root) at top, children step downward.
Cone Height	Slider (0–80, default 12). 0 = flat disc, 80 = steep cone. Controls vertical separation between rings.
Golden Axis	Central cylinder running through the cone center.
Ring Guides	White torus circles at each depth level for visual reference.

Label System

Floating sprite labels above each segment. Dark background with white text and colored border matching the node's lineage color. Labels always render on top of geometry (renderOrder=999).

Control	Action
LABELS: ON	Cycles: ON (all visible, green) -> HOVER (show on mouse proximity, gray) -> OFF (hidden, red) -> ON
RING: ALL	Cycles: ALL -> D0 -> D1 -> D2 -> D3... -> ALL. Filters which depth ring shows labels.
Size slider	4–50 (default 16). Adjusts label sprite scale. Deeper labels auto-shrink slightly.
Cone Height	0–80 (default 12). Adjusts vertical ring separation. 0 = flat disc.
VTM / SEC / DUAL	When bridge data is loaded: cycles label text between VTM names, XBRL concepts, and both. See Dynamic Label Toggle.

2D INDEX — The Spiral Dynamic Index

Layout

Radial tree rendered on a dedicated HTML5 2D canvas. Root node sits at center; children fan outward along concentric depth rings. Each child receives an angular sector proportional to its subtree size, ensuring balanced visual distribution.

Element	Description
Nodes	Colored dots at each node position. Hover enlarges the dot with a white stroke and shows a value badge.
Links	Curved bezier lines connecting parent to child nodes with perpendicular control points.
Labels	Text labels beside each dot, positioned left/right depending on angular position. Text shadow for readability.
HUD	Bottom-right overlay showing drill context and visible node count.

2D Interactions

* Click a node — drills into that node (if it has children)

* Double-click empty space — drills up one level

* Drag — pans the canvas (grab cursor)

* Scroll wheel — zooms toward cursor position (0.1x to 5x range)

Auto-fit zoom centers content and scales to 85% of the viewport on each rebuild.

Canvas Switching

When in 2D INDEX mode, switching to Stage 2 or Stage 3 automatically swaps to the 3D WebGL canvas (those stages use 3D geometry). Returning to Stage 1 restores the 2D canvas.

Shared Features (Both INDEX Modes)

Navigation

* Single-click a label/node — drills into that node (if it has children)

* Double-click any segment — drills into that node directly (3D) or drills up (2D)

* Drill Up / Reset — standard drill controls apply; view rebuilds at new level

* D0-D6 buttons — toggle visibility of individual depth rings in both modes

Color Scheme

DuPont-matched palette: 12-hue system starting with cyan (185deg) for the primary branch, then purple (280deg), pink (320deg), gold (55deg), blue (240deg), and teal (150deg). Children inherit their ancestor's hue but lighten progressively with depth (72% down to 40% lightness). This produces the characteristic cyan-dominant view at root level and the purple/magenta spread when drilled into a branch.

7. Layer Modes & Timeline

Layer Modes

Mode	Description
Stack	All layers from first period up to the current frame are visible. Shows cumulative evolution.
Single	Only the selected frame's layer is visible. Isolates one period.

Timeline Bar (Bottom of Screen)

The horizontal bar at the bottom controls which period is displayed:

* > Play - Auto-animate through all periods

* < > - Step backward/forward one frame

* Speed dropdown - 0.5s to 5s per frame

* TRIM slider (green) - Limits the range of visible data frames

* PERIOD slider (red) - Selects the current frame within the trimmed range

8. Color Schemes

The view toggles LINEAGE, TREE, and ANALYTICS control how meshes are colored:

Scheme	Logic
LINEAGE	Color by financial statement ancestry (BS=blue, IS=magenta, CF=green, EQ=gold, KPI=red). Hue shifts by depth.
TREE	Color by tree depth level. Useful for structural overview.
ANALYTICS	Color by value magnitude and change direction. Green=growth, red=decline.

9. Drill Down / Up / Root

How to Drill Down

* Double-click any mesh in the 3D view to drill into it

* The model re-filters to show only that node's descendants

* Continue drilling deeper by double-clicking children

How to Drill Up

* Click ^ UP in the floating navigator or toolbar

* Moves one level up in the drill stack

* When you reach the top-level node, the next UP returns to ROOT

How to Reset to Root

* Click ⟲ ROOT in the floating navigator or ROOT in the DRILL toolbar

* Immediately returns to the full model view, clearing all drill state

Drill Toolbar Buttons

Button	Action
ROOT	Reset to full model (all nodes visible)
^ UP	Go up one drill level
STAGE 2	Enter DuPont Stage 2 (see below)
FLAT	Toggle flat (zero-height) mode for top-down view

10. Floating Drill Navigator

11. Stage 2 - DuPont Decomposition

How to Use Stage 2

1. Drill into a node (e.g., Balance Sheet)

2. Click ⬡ STAGE 2 (in the floating nav or DRILL toolbar)

3. The parent is removed - children expand to fill the full circle

4. Click again to exit Stage 2 and return to the normal drill view

Stage 2 in Compare Mode

When Compare is active, pressing Stage 2 applies to both viewports simultaneously. If the right side hasn't been drilled yet, it auto-drills into the same node as the left side before applying Stage 2.

Drill Navigation During Stage 2

* Double-click a mesh while in Stage 2 -> auto-exits Stage 2, drills deeper

* UP -> exits Stage 2 first, then moves up one level

* ROOT -> fully restores the original model and returns to root view

11b. Stage 3 — Radial Histogram Bars

Activation

Click the STAGE 3 button in the toolbar. The amber-colored button indicates Stage 3 is ready. When active, radial bars extend from each arc segment.

Behavior

Feature	Description
Mutual Exclusion	Stage 3 is mutually exclusive with Stage 2. Activating one deactivates the other.
Auto Re-entry	If Stage 3 is active and you drill deeper, Stage 3 automatically re-activates at the new drill level.
Bar Length	Proportional to node value. Larger values produce longer outward-extending bars.
Color	Inherits the node's lineage or ring color scheme.

Navigation During Stage 3

• Double-click a mesh while in Stage 3 → auto-exits Stage 3, drills deeper, then re-enters Stage 3

• UP → exits Stage 3 first, then moves up one level

• ROOT → fully restores the original model and returns to root view

12. Compare Mode - Split Screen

Activating Compare

1. Click COMPARE in the ANALYSIS toolbar

2. The viewport splits: LEFT = Primary dataset, RIGHT = Compare dataset

3. If no second dataset is loaded, the right side shows an upload overlay

4. Upload a second CSV (or select from the Project dropdown) to populate the right model

Compare Controls

Each viewport has its own expand/close buttons in the label bar. You can expand either side to full width for detailed inspection, then collapse back to split view.

13. SYNC - Critical Concept

SYNC ON (Default)

When SYNC is ON (button highlighted), the two viewports are linked:

* Camera - Rotating or zooming the left model mirrors the movement on the right. Both models stay at the same angle and zoom level.

* Drill - Drilling into a node on the left automatically drills the right side into the same node (if it exists in the right dataset).

* Drill Up / Reset - Moving up or resetting on the left also moves the right side up or resets it.

* Stage 2 - Pressing Stage 2 applies to both sides simultaneously.

* Timeline - Frame changes apply to both models.

SYNC OFF

When SYNC is OFF (button not highlighted), each viewport is fully independent:

* Camera - Each side has its own orbit, zoom, and angle. You can look at the left model from above while viewing the right from the side.

* Drill - Drilling on one side does NOT affect the other. You can drill into Balance Sheet on the left and Income Statement on the right.

* Stage 2 - Still applies to both sides that have active drills (since this is a toolbar action, not a per-viewport action).

Switching SYNC Mid-Session

You can toggle SYNC at any time. Turning SYNC ON does not retroactively synchronize drill state - it only affects future actions. If the two sides are at different drill levels when you turn SYNC ON, the next drill/up/reset from the left will propagate to the right.

14. Compare Drilling Workflow

Recommended Workflow (SYNC ON)

1. Activate Compare mode and load two datasets

2. Ensure SYNC is ON (default)

3. Double-click Balance Sheet on the left -> both sides drill into BS

4. Press Stage 2 -> both sides show BS children at 360°

5. Compare proportional structures side by side

6. Drill deeper into any child -> both sides follow

7. Click ROOT -> both sides return to full model

Independent Drilling (SYNC OFF)

1. Turn SYNC OFF

2. Click on the left canvas, then double-click a node -> only left drills

3. Click on the right canvas, then double-click a node -> only right drills

4. Each side maintains its own drill stack

15. CLARITY System

Click CLARITY in the ANALYSIS toolbar. This applies a DuPont-style renormalization that enhances visual contrast:

* Small values become more visible relative to dominant nodes

* Anomalies (extreme changes) are highlighted

* The overall structure becomes easier to read at a glance

16. ANALYZE Modal

Click ANALYZE to open the analysis modal. This provides statistical analysis of the selected node including period-over-period changes, trend lines, and distributional properties.

17. Anomaly Scanner

Found in the STATS sidebar tab. Set a threshold percentage (default 20%) and click ⚠ Scan Anomalies. The system flags any node whose period-over-period change exceeds the threshold. Results are displayed inline with the node inspector.

18. Blockchain Audit

Click AUDIT to run a full blockchain validation. Every data load, drill, projection, and model rebuild is recorded as an immutable block in a hash chain. The audit verifies chain integrity and reports any breaks.

19. Sidebar Panels

The left sidebar has three tabs:

DATA

* Quick Stats - Total absolute value, max node, average Δ%

* Node Inspector - Selected node detail: name, value, Δ%, depth, children, sparkline histogram

* Distribution - Value distribution chart

STATS

* Drill Navigation - Breadcrumb path, UP/Reset buttons, drill path display

* Anomaly Scanner - Threshold control and scan results

* Top Movers - Top gainers and losers by Δ%

PLUS (Advanced)

* What-If Adjustments - Select a node and apply a percentage adjustment to see hypothetical changes

* Bookmarks - Save and restore camera positions and drill states

* Annotations - Attach text notes to specific nodes for documentation

* Scenario Presets - Apply Bull (+15%), Bear (-15%), or Stress (-30%) scenarios with one click

* DuPont Index Sheets (5A-5D) - Schedule-based analytics derived from the loaded data

20. Data Sheets

Click DATA SHEETS in the main toolbar. This opens a full-screen spreadsheet overlay showing all computed schedules:

Sheet	Content	Editable?
S1 Base	Raw input data – all nodes and all periods (source of truth)	No
S2 Delta	Journal entry adjustments (M&A, restatements, corrections)	Yes
S3 Projections	Statistically projected values from FORECAST engine	Via engine
S4 % Input	Percentage growth assumptions per node	Yes
S4A % Result	Absolute impact of S4 percentages on base values	No
S5 Result	Computed: S1 + S2 + S3 + S4A (drives the 3D model)	No
5A–5D	Multi-index views: alternative hierarchy orderings of S5 data	No
S6 Bridge	XBRL cross-reference: VTM Index ↔ SEC taxonomy concepts	No

S6 Bridge Sheet

S6 appears as a cyan tab on the far right when bridge data is present. It shows a sortable, searchable cross-reference table mapping each VTM node to its XBRL concept, dimension, calculation parent, and weight. Click any row to select that node in 3D. Use the Export Bridge CSV button to download the full cross-reference.

Bridge Columns in S1–S5

When bridge data is loaded, six additional columns appear in every standard schedule (between Avg and the period columns): XBRL_ID, XBRL_Alt, SEC_Role, Calc_Parent, Calc_Weight, and Dimension. These are displayed in cyan monospace to distinguish them from financial data.

XBRL Column Toggle

The XBRL button in the Data Sheets toolbar toggles visibility of all six bridge columns across S1–S5. When hidden, the table compresses to show only structural metadata (Index, Name, Lineage, Type, D, Kids, Avg) followed immediately by period data. This is purely cosmetic—the bridge data remains in the DOM and continues to power S6 Bridge, tooltips, Rose export, and CSV downloads.

Button State	Appearance	Effect
Visible (default)	Full brightness, cyan gradient	All 6 bridge columns shown
Hidden	Dimmed, strikethrough text	Bridge columns hidden; table narrows

21. PLUS Tab - Advanced Features

What-If Adjustments

Select a node in the 3D view, enter a percentage adjustment in the PLUS tab, and click Apply. The model recalculates with the adjusted value, letting you explore hypothetical scenarios interactively.

Bookmarks

Save your current camera position, drill state, and frame for quick recall. Bookmarks persist in your browser's local storage.

Annotations

Attach text notes to specific nodes. Useful for documenting findings during analysis sessions. Annotations are stored locally and can be exported.

Scenario Presets

Preset	Effect
BULL	+15% adjustment across all values
BEAR	-15% adjustment across all values
STRESS	-30% severe stress scenario
RESET	Return to original unmodified values

22. Projection System

The PROJECT dropdown in the toolbar includes projection settings. When enabled, the system extrapolates future periods based on historical trends. Projected periods appear as additional layers beyond the base data.

Choose from: Current (no projection), or Median over 2yr/3yr/4yr/5yr windows. The projection method uses rolling median growth rates applied to the last actual period.

23. Export Options

Click EXPORT v to see all available export formats:

Format	Description
CSV	Standard CSV with all nodes and periods
Enhanced CSV	Includes computed columns (Δ%, ranks, anomaly flags)
All Sheets	Multi-sheet export with all S1–S5 + 5A-5D schedules
JSON	Full model state as structured JSON
OBJ	3D mesh export (Wavefront OBJ format)
PNG	Screenshot of the current 3D view
Bookmarks	Export saved bookmarks as JSON
Annotations	Export annotations as JSON
Audit Chain	Export the full blockchain audit trail
⬡ Export Rose HTML	Standalone 3D Rose viewer (120–150KB HTML). Opens in any browser with no VTM installation.
Timeline	Export timeline animation as sequence

23b. Rose Export & Standalone Viewer

How to Export

Click EXPORT v → ⬡ Export Rose HTML. The system serializes the current node map (all nodes, all periods, all bridge metadata) into a standalone HTML file. A toast confirms the export: “⬡ Rose exported: 186 nodes, 40 periods (128KB)”

What Gets Exported

Data	Included?
Node hierarchy (parent-child)	Yes – full tree structure with index, depth, type
Period values	Yes – all periods (e.g., 40 quarters or 19 years)
XBRL metadata	Yes – XBRL_ID, XBRL_Alt, SEC_Role, Calc_Parent, Calc_Weight, Dimension
Company name & ticker	Yes – extracted from APP.company
Schedule modifications (S2–S5)	No – exports S5 Result state at time of export

Three Viewing Modes in the Rose

The exported Rose offers three switchable views via the STACK | FLAT | SPIRAL selector bar:

Mode	Description	Best For
STACK	Temporal pillar. Each period is a horizontal ring layer stacked vertically. Value-modulated arc thickness shows proportional size. Frame slider scrubs through time. STACK/SINGLE toggle controls layer visibility.	Time-series analysis; seeing how structure grows/shrinks across periods
FLAT	Structural Rose. Single period view with all depth rings visible simultaneously. Same concentric ring layout but compressed to one layer. Labels float above.	Cross-sectional snapshot; comparing relative sizes within one period
SPIRAL	2D radial tree. Canvas-based, nodes as circles connected by edges. Concentric layout from center outward. Pan by dragging, scroll to zoom. Node size proportional to value.	Hierarchy overview; quick navigation of parent-child relationships

Rose Controls

Control	Function
Company Picker	Buttons for each loaded company. Click to switch Rose instantly.
FRAME slider	Scrub through periods. ◀ ▶ buttons step one frame at a time.
RING slider	Controls maximum visible depth ring (D0 to ALL).
TXT slider	Adjusts label size (range 6–60). Drag right for larger, more readable labels.
SPIN slider	Auto-rotation speed. Set to 0 to stop spinning.
LABELS ON / HOVER / OFF	Cycle label visibility mode.
VTM / SEC / DUAL	Toggle between human-readable names, XBRL concepts, or both.
SUBTREE / EQUAL	Angular allocation mode. SUBTREE weights arcs by descendant count; EQUAL divides evenly.
STACK / SINGLE	Layer visibility (STACK mode only). STACK shows all layers up to current frame; SINGLE shows only the selected frame.
☀ MEDIUM / ☀ LIGHT / ☾ DARK	Three-way background toggle. Dark (#020408), Medium (#3a3f4a slate), Light (#b8b8b0 dove grey). Backlight intensity increases with lighter backgrounds.
⟵ ROOT	Reset drill state to show full tree.

Rose Interaction

Action	Effect
Click + drag (3D)	Orbit camera around Rose
Scroll wheel (3D)	Zoom in/out
Click + drag (Spiral)	Pan the 2D tree
Scroll wheel (Spiral)	Zoom the 2D tree
Hover any node	Tooltip with name, value, period, and XBRL concept
Click any node	Info panel with sparkline, index, depth, type, XBRL, dimension, calc parent
Double-click any node	Drill into that node’s subtree. Breadcrumb trail appears. Click ROOT to return.
Drag-drop CSV	Load additional companies. A new picker button appears automatically.

Rose Value Modulation

In STACK and FLAT modes, each arc’s radial thickness encodes the node’s value relative to its sibling group. The system uses parent-group normalization: for each parent, the maximum absolute value across all children and all periods becomes the reference (100% thickness). Negative values are rendered as red arcs extending inward from the outer edge of the ring band. The extrude depth (3D height of each slab) is also proportional to value share.

23c. Valuation Focus Mode

How It Works

Click the gold VALUATION button in the top toolbar. The system:

1. Backs up the entire current model (all nodes, roots, ring visibility)

2. Generates the DuPont decomposition tree from the loaded financial data

3. Filters the view to D0 only (root chamber of the DuPont tree)

4. Shows a red pulsing ✕ EXIT button

The DuPont Tree

The generated decomposition follows the classic 5-factor DuPont identity:

Node	Depth	Formula
ROE (Return on Equity)	D1 (root)	Margin × Turnover × Leverage
Net Profit Margin	D2	Net Income / Revenue
Asset Turnover	D2	Revenue / Total Assets
Equity Multiplier	D2	Total Assets / Total Equity
Operating Margin	D2	Operating Income / Revenue (if data available)
Cash Conversion	D2	Cash from Ops / Net Income (if data available)
Component values	D3	Net Income, Revenue, Total Assets, Equity, OpInc, CashOps

Exiting Valuation Focus

Click ✕ EXIT or click VALUATION again (it toggles). The system restores the original financial model with all nodes, all ring visibility states, and all structural metadata exactly as they were before entering Valuation Focus.

24. Mobile Controls

Click MOBILE in the utility toolbar to enable touch-optimized controls. When active:

* One-finger drag orbits the model

* Two-finger pinch zooms (works with both Ortho and Perspective cameras)

* Two-finger drag pans the view vertically

* Double-tap drills into a node

Click again to disable mobile mode and return to standard mouse controls.

25. Keyboard & Mouse Reference

Input	Action
Click + drag	Orbit camera
Scroll wheel	Zoom (Ortho: uniform scale / Persp: move closer)
Single click mesh	Select node -> shows in Node Inspector
Double-click mesh	Drill into node
F12	Open browser console for diagnostics

26. Console Diagnostics

Press F12 -> Console tab to see detailed diagnostic logs. All operations are prefixed for easy filtering:

Prefix	Tracks
[CSV]	Data loading, parsing, year detection
[3D]	Model building, mesh counts, camera setup
[DRILL]	Drill down/up/reset, visibility checks
[DRILL-SYNC]	SYNC propagation to right viewport
[STAGE2-L]	Left viewport Stage 2 enter/exit
[STAGE2-R]	Right viewport Stage 2 enter/exit
[RIGHT-DRILL]	Right-side drill operations
[ROSE]	ROSE mode changes
[CAMERA]	Ortho/Perspective toggles
[SCHEDULE]	DuPont schedule computations
[BLOCKCHAIN]	Audit chain events
[PROJ]	Projection calculations
[REFRESH]	Full model rebuilds

27. Glossary

Term	Definition
Ring	A concentric band in the 3D model. Each ring corresponds to one depth level in the financial hierarchy.
Frame	One time period (e.g., one year). Frames stack vertically.
Layer	The geometry for all nodes at one frame. Stack mode shows all layers up to current frame.
Node	One data point in the hierarchy (e.g., "Total Assets", "Revenue", "Cash from Ops").
Mesh	The 3D geometry (arc, petal, or column) representing one node at one frame.
Drill	Zooming the view to show only the descendants of a selected node.
Stage 2	DuPont decomposition mode: parent removed, children fill 360°.
SYNC	Links left and right viewports so actions on one side mirror to the other.
Renorm	Re-normalization of node sizes to improve visual readability.
Footprint	ROSE-C single-layer mode showing only the latest period as column heights.
Snapshot	Internal copy of Stage 1 geometry, used to restore the model when exiting Stage 2.
3D INDEX	Conical filing index model. EDGAR-style navigation with uniform segments, adjustable cone height, and clickable label sprites. Rendered in WebGL 3D viewport.
2D INDEX	Radial tree filing index. Same hierarchy as 3D INDEX but rendered as a flat radial layout with bezier links, pan/zoom/click interactions. Uses dedicated 2D canvas overlay.
Stage 3	Radial histogram bar overlay. Bars extend outward from segments, encoding node value as bar length. Mutually exclusive with Stage 2.
Stage Architecture	The three-stage pipeline: Stage 1 (Data Ingestion → S1), Stage 2 (Analytical Modification → five-schedule ledger), Stage 3 (Multi-Index Navigation → 5A–5D).
XBRL Bridge	Six metadata columns (XBRL_ID, XBRL_Alt, SEC_Role, Calc_Parent, Calc_Weight, Dimension) linking VTM nodes to SEC/GAAP taxonomy concepts.
S6 Bridge Sheet	Cross-reference table in Data Sheets showing VTM Index ↔ XBRL mapping. Sortable, searchable, exportable.
Bridge Merge	Loading a bridge_ref.csv (0 periods, bridge columns only) overlays XBRL metadata onto already-loaded nodes without replacing data.
Label Toggle	VTM/SEC/DUAL cycling of 3D floating labels. VTM=human names, SEC=XBRL concepts, DUAL=both abbreviated.
Dimension	XBRL dimensional qualifier (e.g., srt:ProductAxis::iPhone). Identifies segment, product, or region breakdown.
Calc_Weight	+1 or −1 from XBRL calculation linkbase. Indicates whether a line item adds to or subtracts from its calculation parent.
Spiral Dynamic Index	The 2D radial layout where financial hierarchy nodes self-organise into a logarithmic spiral pattern. Emerges from the branching ratios of GAAP hierarchies mapped to polar coordinates.
Multi-Index	Stage 3 re-indexed views (5A–5D) that slice S5 data along different structural axes (BIN, Statement, Category, Format).
Cone Height	3D INDEX parameter (0–80) controlling vertical separation between depth rings. 0=flat disc, 80=steep cone.
renderOrder	Three.js property ensuring 3D INDEX labels always render on top of ring geometry (set to 999).
Rose Export	Self-contained HTML file (120–150KB) containing the full interactive Rose viewer with all loaded company data, periods, and XBRL metadata. Opens in any browser without VTM.
STACK Mode	Rose viewing mode where each period is a horizontal ring layer stacked vertically. Value-modulated arc thickness encodes proportional size within sibling groups.
FLAT Mode	Rose viewing mode showing a single period with all depth rings visible as a flat concentric disc. Useful for cross-sectional comparison.
SPIRAL Mode	Rose viewing mode using a 2D canvas radial tree. Nodes as circles, edges as lines, concentric depth rings. Pan/zoom/click interactions.
Background Toggle	Three-way cycle: Dark (#020408), Medium (#3a3f4a slate), Light (#b8b8b0 dove grey). Available in Rose viewer. Backlight intensity scales with brightness.
TXT Slider	Label size control in Rose viewer (range 6–60). Adjusts sprite scale in 3D modes and font size in SPIRAL mode.
Value Modulation	Rose rendering technique where arc radial thickness encodes node value as a proportion of its parent-group maximum. Creates visually weighted geometry.
Parent-Group Normalization	For each parent, the system finds the maximum absolute value among its children across all periods. Each child’s share = |value| / parentGroupMax. This ensures siblings are always compared to each other.
Valuation Focus	Mode that generates the DuPont decomposition tree and shows only its root chamber (D0). EXIT restores the original financial model. Activated via the gold VALUATION button.
DuPont Decomposition	ROE = Net Profit Margin × Asset Turnover × Equity Multiplier. Extended with Operating Margin and Cash Conversion when data is available.
XBRL Column Toggle	The cyan XBRL button in Data Sheets that shows/hides the six bridge columns (XBRL_ID through Dimension) in S1–S5. CSS-only toggle; data remains in DOM.
Breadcrumb Trail	In Rose viewer: ROOT › Parent › Child path showing current drill position. Click any crumb to navigate to that level.