📈 Investment Platform

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📊 Portfolio
💡 Recommendations
📈 Performance
🔬 Research
⚙️ Config
Total Value
Daily P&L
Cash Balance
Total Return
Holdings
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👁 Watchlist
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AI Recommendations

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📋 Approved / Rejected History
Total Return
vs Benchmark
Best Day
Worst Day
Portfolio vs Benchmark
Trade History
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🤖 AI Research Engine

Runs Claude to analyze portfolio,
macro data, and news. Generates recommendations.

📊 Macro Indicators
📰 News Feed
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⚙️ Platform Configuration

Trading Mode

Investment Universe

Comma-separated tickers

Drift Threshold

5% 20% 10%

Paper Balance

Benchmark

Telegram Alerts