Risk preset
—
--
Today
--
(--%)
Performance vs SPY
--
Total Gain/Loss
--
Portfolio Overview
Your at-a-glance dashboard—returns, capital deployment, performance vs SPY, trade picks, and risk context. Open Positions or Trade Picks when you want to act.
Performance
Unrealized P/L
--
Realized P/L (all time)
--
Sector Allocation
Alerts
--
Alerts
Signals
--
Signals
Portfolio
--
Allocated
--
Cash
--
Positions
--
Age
Capital
Performance Analysis
This week’s backdrop
Risk Profile
-- investor
Risk Level
--
Max Risk per Trade
--
Max Position Size
--
Max Positions
--
Max Portfolio Risk
--
Reward Multiplier
--
Half Kelly
--
Risk Quiz Answers
Onboarding risk assessment
Goal
--
Time Horizon
--
Drawdown Tolerance
--
Volatility Comfort
--
Concentration
--
Growth Preference
--
Portfolio Analytics
Key metrics & insights
Avg Position Size
--
Total Allocated
--
Diversification
--
Status
Optimized
Allocation Strategy
How your portfolio positions are sized
Preset
--
Strategy
--
Preset Description
--
Description
--
Insights
Trade Intelligence
Systematic trade intelligence grounded in historical backtesting, drawdown- and risk-adjusted metrics, and out-of-sample validation consistent with institutional quantitative research—applied in portfolio context.
Alerts
Alerts
Trinity signals and market updates—timely nudges when stages shift, risk changes, and the portfolio events that deserve your attention.
Signals
TRINITY Signals
The TRINITY bullish, bearish, and neutral signal system evaluates every position with stage context, pattern scoring, and portfolio-aware technical factors to power signals across the platform.
Agents
Automated trading
ARES executes this portfolio on the weekdays and daily limits you set. Pause at any time, switch the active agent, and review every trade it placed.
Workflow
Turn on so your agents can evaluate this book and show what they would do.
Preview · Not placing
Calendar
Trade days and the next ARES window.
Next ARES window
Summary
Sample next pick after ARES evaluates your book.
Ready
Paused is available.
After the next ARES run 0 0Sample
Recent executions
Latest fills from this agent.
Agent 1
Today: --
agent-1 — trade days and per-day caps for this slot.
Buys per day
Cash purchases
Sells per day
Rotations / exits
Active weekdays
Today: —
Other agents
Agent 2
Today: --
agent-2 — trade days and per-day caps for this slot.
Buys per day
Cash purchases
Sells per day
Rotations / exits
Active weekdays
Today: —
Agent 3
Today: --
agent-3 — trade days and per-day caps for this slot.
Buys per day
Cash purchases
Sells per day
Rotations / exits
Active weekdays
Today: —
This agent
Execution log
Loading fills…
Loading recent fills…
Each row is a fill from a run. Times are Eastern. Tap for the trade and why.
Execution feed
Fills from runs through the day, each with its own time.
Order history
ARES executions, newest first.
Showing latest trades.
Notifications and usage
Live ARES trading
Off by default. When off, ARES shows what it would do and waits for your approval. When on, it places trades automatically.
Email me when trades execute
Trades used today
0 (0 swap, 0 cash)
Active agent for ARES—
Other agents
Active configuration
How this agent trades
Schedule, daily caps, cash reserve, and exit rules for the active agent.
Settings
Portfolio Settings
Turn on email notifications below so you do not miss what matters—ARTEMIS trade picks, ARES execution and trade alerts, Atlas-backed market context, and your daily portfolio digest. You can still tune name, limits, and automation for this book only; save when you are done.
Portfolio
Portfolio Name
Change the name of your portfolio. This will be displayed throughout the application.
Portfolio Description
Add an optional description for your portfolio. This helps you remember the purpose or strategy of this portfolio.
0/500 characters
Email Notifications
Daily Email Notifications
Receive daily email updates about this portfolio's performance, alerts, and position changes.
Get daily email summaries of portfolio performance and important alerts
Symbols checker digest (weekday mornings)
Receive the TRINITY Echo symbols-checker emails (48-hour update, weekly summary, and transition watchlist) on weekday mornings. Off by default; opt in per portfolio.
Weekday digest for market-wide symbol checker alerts (Echo job)
ARTEMIS Daily Trade Picks
Receive daily email with ARTEMIS trade recommendations including up to 5 cash options and top 3 trades per equity with proposed swaps.
Get daily ARTEMIS trade picks with cash options and equity swap recommendations
Danger Zone
Permanently delete this portfolio. This action cannot be undone.