🤖
Building Portfolio…
Claude is selecting positions and allocating capital across the market.
This takes about 20–30 seconds on first load.
This takes about 20–30 seconds on first load.
...
Performance vs S&P 500
Risk Metrics
Stress Test
Applies real historical drawdown windows (2008, 2018, 2020, 2022) to your current holdings.
Editable Factor ScenarioEstimated from each holding's own one-year history · no proxies
Review checks each thesis against new news — trades only if something has changed · Update Views refreshes conviction without trading
Holdings
| Ticker | Shares | Avg Cost | Price | Market Value | P&L | P&L % | Day | Thesis |
|---|
Thesis Drift
News on Your Holdings
Trade Log ▼
| Date / Time | Action | Symbol | Shares | Price | Total | Reason |
|---|
Rebalance Log ▼
🔍
Reviewing each position…
Checking thesis integrity against latest news and macro. Trades only execute if something has materially changed.
...