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Portfolio Value
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Today -- (--%)
Performance vs SPY
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Total Gain/Loss
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Portfolio Overview

Your at-a-glance dashboard—returns, capital deployment, performance vs SPY, trade picks, and risk context. Use the metric info icons for definitions, then open Positions or Trade Picks when you want to act.

Performance

Unrealized P/L --
Realized P/L --

Sector Allocation

Alerts

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Active alerts

Trade Picks

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Active picks

Signals

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Active signals

Capital

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Allocated Capital
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Available Cash

Equities

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Open Positions
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Closed Positions

Portfolio History

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Age
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Orders

Performance Analysis

Risk Profile

-- investor

Risk Level --
Max Risk per Trade --
Max Position Size --
Max Positions --
Max Portfolio Risk --
Reward Multiplier --
Half Kelly --

Risk Quiz Answers

Onboarding risk assessment

Goal --
Time Horizon --
Drawdown Tolerance --
Volatility Comfort --
Concentration --
Growth Preference --

Portfolio Analytics

Key metrics & insights

Avg Position Size --
Total Allocated --
Diversification --
Status Optimized

Allocation Strategy

How your portfolio positions are sized

Preset --
Strategy --
Preset Description --
Description --

Portfolio Information

Portfolio ID
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Currency
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Created
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Total Capital
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Allocated Capital
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Remaining Capital
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Backtest Config Hash
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Backtest Run ID
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Positions

Portfolio Positions

Your live book—open and closed holdings, weight in the account, stage labels, and performance at a glance. Use Open, Closed, and History to drill into what you own and how it has moved.

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Insights

Trade Intelligence

Systematic trade intelligence grounded in historical backtesting, drawdown- and risk-adjusted metrics, and out-of-sample validation consistent with institutional quantitative research—applied in portfolio context.

Alerts

Alerts

Trinity signals and market updates—timely nudges when stages shift, risk changes, and the portfolio events that deserve your attention.

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Urgent
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High Priority
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Medium Priority

Signals

TRINITY Signals

The TRINITY bullish, bearish, and neutral signal system evaluates every position with stage context, pattern scoring, and portfolio-aware technical factors to power signals across the platform.

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Sell Signals
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Hold Signals
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Buy Signals

Agents

Your strategy, automated your way

Set your goals, rules, and risk limits, then let automated agents handle routine trades for you with clear oversight and a complete activity history.

Automated investing hub

Put your investing plan on autopilot: your agents follow your rules, evaluate opportunities, respect your risk settings and trading schedule, and record every action for easy review.

Next Run Mon 9:00 ET
Today Executed 0
ARES Trades (30d) 0
Current Mode Live Trading

Automation status

Portfolio-level execution controls (save below when toggles change).

Enable ARES automated trades
Email me when trades execute
Trades used today 0 (0 swap, 0 cash)

Active agent for ARES—

Agent 1

Today: --

agent-1 — trade days and per-day caps for this slot.

Buys per day Cash purchases
Sells per day Rotations / exits
Active weekdays

Today: —

Agent 2

Today: --

agent-2 — trade days and per-day caps for this slot.

Buys per day Cash purchases
Sells per day Rotations / exits
Active weekdays

Today: —

Agent 3

Today: --

agent-3 — trade days and per-day caps for this slot.

Buys per day Cash purchases
Sells per day Rotations / exits
Active weekdays

Today: —

Recommended Queue (from ARTEMIS)

Eligible picks after duplicate-symbol and confidence checks

Execution Feed

Recent run activity

  • 09:00:13Closed INTC, opened NVDA via Atlas APISuccess
  • 09:00:22Skipped AVGO cash buy: daily cash cap reachedSkipped

ARES decision log

Skips, policy blocks, risk checks, and executions from recent runs

    ARES Execution Order History

    Recent-first execution ledger with unrealized P/L and date filters

    agent trade_type symbol shares entry_price close_price position_value realized_gain replaced_symbol target_price stop_loss execution_timestamp

    Showing latest trades.

    Settings

    Portfolio Settings

    Turn on email notifications below so you do not miss what matters—ARTEMIS trade picks, ARES execution and trade alerts, Atlas-backed market context, and your daily portfolio digest. You can still tune name, limits, and automation for this book only; save when you are done.

    Portfolio

    Portfolio Name
    Change the name of your portfolio. This will be displayed throughout the application.
    Portfolio Description
    Add an optional description for your portfolio. This helps you remember the purpose or strategy of this portfolio.
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    Email Notifications

    Daily Email Notifications
    Receive daily email updates about this portfolio's performance, alerts, and position changes.
    Get daily email summaries of portfolio performance and important alerts
    Symbols checker digest (weekday mornings)
    Receive the TRINITY Echo symbols-checker emails (48-hour update, weekly summary, and transition watchlist) on weekday mornings. Off by default; opt in per portfolio.
    Weekday digest for market-wide symbol checker alerts (Echo job)
    ARTEMIS Daily Trade Picks
    Receive daily email with ARTEMIS trade recommendations including up to 5 cash options and top 3 trades per equity with proposed swaps.
    Get daily ARTEMIS trade picks with cash options and equity swap recommendations
    Danger Zone
    Permanently delete this portfolio. This action cannot be undone.