Dashboard /
Wealth Performance Portfolio
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Portfolio Valuation
No run yet
Run a portfolio analysis to populate the dashboard.
Run History
PersistedAdvisor Mode
Deterministic scoring stays separate from LLM synthesis, and the chat still works when no API key is present.
Advisory Intelligence
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Coverage
Live Portfolio Snapshot
Run the advisor to inspect imported holdings, fallback coverage, and the current Google Sheets snapshot.
balance
Current Focus
Ticker Detail
Inspect the memo, scorecard, catalysts, and risk controls for each imported ticker.
security
Chat
Advisor Panel
Ask about urgency, fallback names, risk clusters, or a single ticker. The service will use stored context and only use OpenAI when configured.
Open Advisory Chat