The portfolio intelligence layer
The portfolio screen is no longer a list but a reading. Four measurements sit above it: today’s profit and loss, the strongest and weakest position, a concentration warning, and the market breakdown. None of them is a forecast — every number derives from the value of your own positions.
The concentration row warns when a single position passes 40% of the portfolio. That is a measurement, not a forecast: if you are wrong on that asset, the whole portfolio is wrong. When everything is in profit the label reads “weakest” rather than “biggest loser” — the label follows the fact, not the other way round.
Once you add a holding to your portfolio, the product knows your cost and your size. A personal block appears on the analysis card: your cost, your current value, your unrealised profit or loss, and an action recommendation based on them.
What it takes into account
- Whether your cost sits at support or at resistance — a cost stranded above resistance means a trapped position
- How far breakeven is in ATR terms — saying “it will recover” requires that distance to be realistic
- The state of your unrealised P/L: in profit, at breakeven, underwater, or deeply underwater