Simply Manage — Portfolio Today

Portfolio value$1,248,620

+$8,540 today

Total return+12.8%

Since inception

Cash8.4%

$104,880 available

ConcentrationModerate

Top holding 14.2%

3 material developments

Relevant to your holdings

Evidence linked

Oil advanced after a supply disruption

Affects ENRG and Gulf Infrastructure · 14.2% exposure · Short term. Long-term thesis unchanged.

Moderate

Rate expectations moved higher

Five holdings carry material duration sensitivity · 31.6% exposure. Monitor next inflation release.

High

Healthcare guidance revisions

Meridian Health assumption is directly affected; documented margin thesis requires review.

Thesis check

These are portfolio-intelligence signals, not investment recommendations or orders.

Including cash

Technology 28% · Financials 19% · Energy 14% · Other 31% · Cash 8%

Deterministic

Diversification score

Currency exposureUSD 61%

See allocation, concentration, income, currencies, geography, sectors, factors, and core versus tactical sleeves.

Every signal shows evidence, confidence, horizon, contrary evidence, review status, and expiry. A signal never becomes a trade automatically.

Stress rates, oil, currencies, sectors, or individual holdings. Historical simulation is always distinguished from prediction.

Current positions, cost basis, market value, P&L, exposure, sleeve, evidence timestamp, and documented thesis.

Normalized broker and manually entered activity with reconciliation status. Read-only broker connections remain isolated.

Monitor securities, catalysts, valuation markers, and relevant evidence without adding them to a portfolio.

Record the horizon, valuation thesis, growth assumptions, risks, catalysts, portfolio role, and review conditions for material holdings.

Review deterministic concentration, volatility, drawdown scenarios, beta, factor, sector, currency, and geography exposures.

Manual and paper portfolios are available first. IBKR integration is read-only; credentials are never exposed to the browser.