Portfolio Command

Unified read layer across all three sleeves · live prices + your share counts · saved in this browser
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Sleeve Roll-Up
Allocation by Sleeve
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Positions
11
Taxable · concentrated single-name AI-infra.
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Positions
7
Tax-advantaged · 20-year aggressive base.
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Speculative asymmetric sleeve · taxable.
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Your portfolio value vs S&P 500 (SPY) and Nasdaq-100 (QQQ), indexed to 100 at the start. History builds one snapshot per day from the day you start, stored in your private database.
Value Over Time
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Signal Log
Every signal the daily brief has flagged, searchable forever. Filter by ticker or type. This is your research archive: financing tripwires, filings, analyst actions, divergences, catalysts, all kept in your private database.
Brief Archive
Scroll back through past morning briefs. Tap a date to expand.
Catalyst Calendar
Smart Money 13F
Situational Awareness LP (Aschenbrenner, CIK 0002045724). Currently short the chip layer via puts while long power/neocloud/memory. Holds NBIS as disclosed long (~5.6%). NBIS adds = bullish, trims = yellow flag, exit = thesis doubt. Verify against raw EDGAR — aggregators lag ~45 days. Thesis-evolution input, NOT confirmation.
Prices via Finnhub (free tier). Share counts & cost basis saved locally in this browser only — nothing leaves your device.
Re-pull live before any execution. This tool aggregates; it does not decide.