Portfolio Workspace
Portfolio Tracker
Track holdings, portfolio value, benchmark-relative performance, and thesis-aware review signals.
Performance
Portfolio Value
Value history with selected benchmark overlays rebased to the portfolio start value for the active range.
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Allocation
Position Mix
Current marked allocation by asset class.
Performance Leaders
Best & Worst Performers
Top and bottom assets by mark versus entered basis, excluding unsupported positions.
Holdings
Tracked Assets
Current recommendation, thesis state, mark, live run state, and next scheduled review.
| Asset | Class | Recommendation | Thesis | Value | Cashflow | Review State | Actions |
|---|
Recent Activity
Recent Reviews
Latest completed or running reviews across the selected portfolio.