Portfolio Overview
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Portfolio Value
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Cash
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Total Return
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Drawdown
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Equity Curve
Holdings (stocks + crypto)
| Symbol | Qty | Avg Cost | Value | Unrealized | Stop | Target |
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Market Map
Every stock in the daily ~1535-symbol scan, colored by today's move · grouped by sector
Board Briefings
Pre-market report · EOD recap · ask the supervisor
Full Narrative
No morning report yet — convene the board.
Board Recommendations
Advisory only — you trade at your broker. Mark what you took, then tell the supervisor your fill so the portfolio updates.
My Portfolio
Log what you actually hold — tracked every 5 minutes with stop/target alerts. You can also log trades by telling the supervisor in chat.
Current Portfolio P&L (open)
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Lifetime Realized P&L (closed)
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Lifetime Total
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Deploy capital — ask the board how to enter
Add a position
Open positions
| Symbol | Style | Qty | Bought | Avg Cost | Last | Unrealized | Stop | Target |
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Reset portfolio
Wipes all positions, closed-trade history (lifetime P&L), and the equity curve. Reports and recommendations are kept. Type RESET PORTFOLIO to confirm.
Research
On-demand board report on any stock or crypto (crypto format: BTC-USD)
Style Screener — 20–30 curated picks from a ~1535-stock scan
Agent Room
16 specialists · reports, debate, memory
Agent Memory — the learning loop
Insider Activity
SEC Form 4 — corporate insider buys & sells across the scan universe (~2-day filing lag)
| Filed | Symbol | Person | Type | Amount | Link |
|---|
Performance & History
Closed Trades
| Closed | Symbol | Qty | Entry | Exit | P&L | Mode |
|---|
System Health & Security
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Audit Trail (latest)
Settings & Controls
Slack Delivery
Morning briefing, EOD recap, and position alerts post to your Slack via the webhook in the server .env (SLACK_WEBHOOK_URL). Status: —
To set up: api.slack.com/apps → Create App → Incoming Webhooks → Add to a private channel → copy URL into .env → restart.
Risk Limits
Tighten freely; loosening past hard floors requires a code change — by design.
Resume from Halt
Type RESUME TRADING exactly.
Data Sources
Equities: Yahoo Finance (free, no key). Crypto: Coinbase public data. Insider: SEC EDGAR. No broker accounts are connected — this system never touches money.