Strategy Workspace
AI Investor
Strategy-backed paper investing built on the same monitor, analysis, and portfolio primitives as the rest of the platform.
Performance
Strategy NAV
Paper-portfolio value history with benchmark overlays rebased to the active range.
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Strategy Brief
Objective, PM posture, investable assets, benchmark set, and saved universe configuration.
Performance Leaders
Best & Worst Performers
Top and bottom marked positions versus entered basis.
Positions
Paper Book
Current holdings, live review state, marked value, and direct handoff into live or saved analysis.
| Position | Class | Side / Entry | Value | P/L | Review State | Actions |
|---|
Idea Queue
Current Ideas
Candidate and entered ideas tracked by the PM agent across strategy runs.
| Idea | Direction | Status | Fit / Target | Summary |
|---|
Trade Queue
Proposed Trades
Mock actions generated by the PM run. Executed fills update cash, positions, and strategy performance.
| Action | Asset | Size | Reference | Rationale | Status | Actions |
|---|
Trade Ledger
Executed Trades
Recorded mock fills with timestamp, execution price, notional, and linked strategy asset.
| Executed | Trade | Quantity | Fill | Linked Asset | Source |
|---|
PM Activity
Recent PM Runs
Completed and running strategy reviews, with direct handoff into AI Analyst.
Shared Notebook
Strategy Notes
Persistent working notes for sourced articles, follow-up ideas, edge cases, and PM guidance.