Current cash:

Shared across every workspace this strategy is allocated in — editing here changes the thesis everywhere, not just this one view.

Belongs to the strategy's definition, not this one allocation — editing here updates the thesis everywhere it's allocated. Add or remove assets by ticker, then drag the bar to set how this strategy's weight splits across them — always sums to 100%. All three charts update live as you drag. Desktop-only layout — this app assumes a wide screen.

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Before you start building strategies, take 2 minutes to set up your Investment Constitution — your personal investor profile.

Your constitution captures your risk tolerance, time horizon, decision style, and 22 other dimensions. Every AI-generated strategy will be checked against it — skipping this means strategies won't be tailored to you.

Set Up My Constitution → Skip for now (use neutral defaults)

Imports the strategy's thesis — name, rationale, target weights — as a new Model slot in this workspace. Weights only, no dollars — it joins this workspace's composition just like a strategy you created here directly.

Spawns a brand-new, self-contained Portfolio bought at today's prices — from the whole Model's composed weights if generated at the workspace root, or from just this one strategy's own weights if generated from inside a strategy. From that moment it's yours to manage: Buy, Sell, Add Capital, drift from the weights, whatever you want. It's decoupled from whatever seeded it the instant it's created.

Drag the dividers to redistribute each strategy's share of this Model. Weights always sum to 100% — pulling one segment wider always pulls its neighbor narrower by the same amount. All three charts update live as you drag.