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Client Account
Portfolio
Performance Dashboard
Positions
Current Holdings
| Ticker | Name | Category | Value | Daily Gain/Loss | Total Gain/Loss | Day Trend |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | Growth | $186,400 | +$2,140 | +$48,220 | Uptrend |
| AAPL | Apple Inc. | Growth | $124,250 | -$320 | +$16,900 | Flat |
| VOO | Vanguard S&P 500 ETF | Growth | $262,800 | +$890 | +$41,500 | Uptrend |
| TSLA | Tesla Inc. | Growth | $74,500 | +$460 | -$5,120 | Volatile |
| SGOV | Short Treasury ETF | Stable | $128,900 | +$42 | +$2,180 | Stable |
| BND | Total Bond Market ETF | Stable | $96,700 | -$88 | +$1,340 | Stable |
Pending AI Queue
Recommendations Requiring Approval
Buy 12 shares of VOO
Reason: Broad-market exposure is 6% below target.
Risk Impact: Low to Moderate
Trim 4 shares of TSLA
Reason: Single-stock volatility exceeds selected threshold.
Risk Impact: Reduces growth concentration
Previous Approvals
Approval History
Approved: Buy 8 shares MSFT May 18, 2026
Rejected: Increase crypto exposure May 15, 2026
Approved: Rebalance 5% into SGOV May 12, 2026
Audit Log
System Activity
AI Recommendation CreatedVOO allocation adjustment queued
User Reviewed TradeTrade summary opened
Risk Policy CheckRecommendation within 80/20 profile
Market News SignalTechnology volatility increased
Deposit Funds
Funding Options
This is a demo funding section. In production, this should connect to a regulated custodian, brokerage funding workflow, ACH provider, or payment processor after legal and compliance review.