Strategy Workspace
AI Investor
Strategy-backed paper investing built on the same monitor, analysis, and portfolio primitives as the rest of the platform.
Performance
Strategy NAV
Paper-portfolio value history with benchmark overlays rebased to the active range.
Loading strategy analytics…
Mandate
Strategy Brief
Objective, PM posture, investable assets, benchmark set, and saved universe configuration.
Performance Leaders
Best & Worst Performers
Top and bottom marked positions versus entered basis.
Positions
Paper Book
Current holdings, live review state, marked value, and direct handoff into live or saved analysis.
| Position | Class | Side / Entry | Value | P/L | Review State | Actions |
|---|
Shortlist / Watchlist
Current Shortlist / Watchlist
Investable assets and companies tracked by the PM agent across strategy runs.
| Asset | Direction | Status | Fit / Target | Summary |
|---|
Trade Queue
Proposed Trades
Mock actions generated by the PM run. Executed fills update cash, positions, and strategy performance.
| Action | Asset | Size | Reference | Rationale | Status | Actions |
|---|
Trade Ledger
Executed Trades
Recorded mock fills with timestamp, execution price, notional, and linked strategy asset.
| Executed | Trade | Quantity | Fill | Linked Asset | Source |
|---|
PM Activity
Recent PM Runs
Completed and running strategy reviews, with direct handoff into AI Analyst.
Shared Notebook
Strategy Notes
Persistent working notes plus structured ideas and themes to explore outside the investable shortlist/watchlist.