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Building Portfolio…
Claude is selecting positions and allocating capital across the market.
This takes about 20–30 seconds on first load.
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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 |
Trade Log ▼
| Date / Time |
Action |
Symbol |
Shares |
Price |
Total |
Reason |
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Reviewing each position…
Checking thesis integrity against latest news and macro. Trades only execute if something has materially changed.
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