Portfolio recommendations built for real add, trim, and cash decisions
TRINITY reads the whole book as markets move, then shows what to open, what to trim, when to hold, and when cash should stay defensive. You approve in paper trading before anything repeats.
Open / add / trim decisions Cash deployment and cash defense Manual paper-trade approvals
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See if the book needs attention today
Portfolio Concerns lists concentration, mismatch, and cash posture before they get expensive. The count badge updates from live analysis so you know whether the book is healthy or needs a look.
Prioritized issues tied to the demo portfolio book.
A header count for risk density at a glance.
The same component ships on your portfolios after sign-in.
Search any symbol and see fit, score, and reasoning without leaving the book. Empty, loading, and result states stay clear so a what-if check takes seconds.
Inline search with a readable result, not a dump of jargon.
Scores and narrative grounded in TRINITY analytics.
Optional next steps when the name clears this book’s rules.
One highlighted recommendation for the session — the same engine as TRINITY Ideas, sized for a board or client who wants the lead without scrolling the full grid.
A prominent card for a fast first read.
Stage, signal, and sizing sit together on the pick.
Stays in sync with sort and filters on the grid below.
The full grid: buys, trims, cash deployment, and defensive holds. Sort and filter the same way as other portfolio tabs, then send a name into the paper-trading approval loop.
Regime-aware badges on each idea.
Sort and filter that match the rest of the portfolio workspace.
Feeds the same approval gate your desk already uses.
TRINITY does not hide the work. It reads whether the portfolio is healthy, whether a name belongs, and what to do next. You get the same three questions on every session so you can decide with a clear head.
Trade Insights is the portfolio-level list. Stock Analysis is the close-up on one name. Automated Agents take repetition from there, inside the guardrails you set.