Net assets
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Last business day
Cash
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Stock holdings
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Reported positions
Unrealized P/L
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Not reported
Review items
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Deterministic checks
Items to review
Based on the latest report
AI Market Call
Experimental — AI-generated, not financial advice
Sends your full holdings, including cost basis, to Claude with live web search and asks for a directive buy/sell/hold-style analysis. This is AI-generated speculation, not financial advice, and is not the deterministic review above.
Stock holdings
By market value
Account context
Selected accounts
Review checks
Reported-data consistency
More
Portfolio coverage
Private data
Export
Download a CSV with the displayed portfolio summary, holdings, deterministic review items, and aggregate history. It excludes account IDs, Inbox notes, and research links.
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Send safe portfolio summary, top holdings, and up to three review items to your configured private recipient.