Invested holdings
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Active positions
Cash balances
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Chuck + Carol
Unrealized profit / loss
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Active holdings combined
Review alerts
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Review required, not automatic sell
Portfolio risk monitor
AI Stack allocation
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Target: 53% · Reference: 50%
0%50% reference53% target60%
Uses active holdings in categories beginning “AI Stack/”.
Single-stock concentration
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Holdings above the 10% limit
- Connect to load holdings.
A warning to review position size, not an automatic sell instruction.
AI infrastructure cluster
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Combined allocation of selected infrastructure holdings
ANET · NVDA · AVGO · TSM · ASML · MU
This is a subset of the portfolio, not an additional allocation. It highlights holdings that may share exposure to AI hardware spending and sentiment.
Investment review queue
Prioritized prompts for review—not automatic sell or buy instructions.
Connect to load review queue.
Allocation by category
Connect to load allocations.
Portfolio holdings
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