Schwab Portfolio Dashboard

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.

Research request (ready to copy into ChatGPT)

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.

Research Log & Decision Tracker

Save thesis reviews to Google Sheets so you can revisit findings, risks, and decisions over time.

Record a review

Choose a holding to prefill its current spreadsheet data. Research conclusions and proposed actions are notes only; this page does not place trades.

Review ID (generated)

Review date

Holding / ticker

Company

Review trigger

Drawdown (%)

Current weight (%)

Target weight (%)

Thesis assessment

Proposed action (research only)

Key findings

Risks and concerns

Monitoring triggers

Source links

Next review date

Last updated (automatic)

Saved reviews

Load saved reviews to see the history recorded in the Research Log tab.

Click “Load saved reviews” after connecting the portfolio.

Portfolio holdings

Waiting for connection…

Tip: select a column heading to sort. Select it again to reverse the order.