TRINITY services continuously evaluate each portfolio and generate what to buy, what to trim, when to hold, and when to keep cash defensive. This is portfolio-level decision intelligence that adapts as market conditions shift.
Trade Insights · Product tour
Every control below exists today inside portfolio detail. The public monthly demo portfolio uses the same API surface as authenticated portfolios—so what you see here is the real product, not a mock.
Surfaces concentration, mismatch, and posture issues before they become expensive. The count badge updates from live portfolio analysis so you always know whether the book is healthy or needs attention.
Search any symbol and evaluate fit against the portfolio you are viewing: suitability score, reasoning, and links to deeper analysis. Built for fast what-if checks without leaving the portfolio context.
A single, highlighted recommendation for the session—ideal for boards and clients who want the headline idea without scrolling the full grid. Loads from the same recommendation engine as TRINITY Ideas.
The full recommendation grid: buys, trims, cash deployment, and defensive holds—ranked and sortable. This is where portfolio intelligence turns into an actionable list your team can debate and approve.
Above the grid
Trade Insights opens with three KPI tiles—unrealized gains, unrealized loss, and cash buy options—so you can filter the recommendation stream by economic reality before reading individual ideas.
Interactive
Scroll the embedded demo below to use every control with live public data. Prefer a clean tab? Open the same experience full width.
Governance
Recommendations are proposals until you approve them in paper trading. That separation keeps TRINITY intelligence transparent, auditable, and aligned with how institutional desks review risk.