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.
Fundamental research workspace
Build a research request using the selected holding’s current spreadsheet data. This first version prepares a consistent brief for research in ChatGPT; it does not claim to fetch live earnings, news, or valuation data itself.
Connect your portfolio, choose a holding, then build a research brief.
Your investment rules are built into the request: a 20% drawdown triggers review, not an automatic sale; if the thesis weakens, consider your default initial 25% position reduction; respect the 10% single-stock limit and 53% AI Stack target. Research is informational and no trades are placed.
Portfolio holdings
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