Family Office App Demo
Stocks
Stocks
Family Office
Deal Evaluator
Documents
PE / VC
T
Toviya
manager
Portfolio
Dashboard
Daily Review
Holdings
Holdings Views
Positions
Month-End
By Account
Accounts
Margin
Performance
Details
Fundamentals
Comparison
Activity
Activity
All
Trades
Dividends
Interest
Cash
P&L
P&L Views
Performance
Fees & Interest
Short Options
Dividends
Exposure
Exposure
Allocation
Analytics
Drivers
Categories
Market
Research
Review Board
Themes
Movers
Watchlist & Research
9
Trading
2
Notes
Comparison
Charts
System
Settings
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Agent Settings
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Global State
off
on
on
: the Army pods run for real and produce proposals/artifacts (a human still approves before any trade).
off
: nothing runs — no LLM calls, no spend. This is the master switch; you can also turn individual groups on/off from the Agents page.
Providers (from env)
anthropic
openai
google
Add keys via systemd drop-in, then restart portfolio service.
Global daily cap (USD)
Env var AGENT_GLOBAL_DAILY_CAP_USD overrides this at runtime.
Per-pod pause
drivers
($0.0046 / $2.00)
earnings_intel
($0.0090 / $1.00)
movers_analysis
($0.0326 / $1.50)
pipeline_summaries
($0.0165 / $5.00)
watchlist_catalyst_ai
($0.0061 / $1.00)
Pod budgets (today)
Pod
Runs
Spent
Cap
Status
drivers
0
$0.0046
$2.00
active
earnings_intel
1
$0.0090
$1.00
active
movers_analysis
0
$0.0326
$1.50
active
pipeline_summaries
0
$0.0165
$5.00
active
watchlist_catalyst_ai
0
$0.0061
$1.00
active
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List
🔬 Research (needs more research)
⚡ Watchlist — catalyst
⏰ Watchlist — time-based
Priority
Med
High
Low
Catalyst type
Catalyst type…
Earnings
FDA / regulatory
Product launch
Macro event
Price level
News / announcement
Custom
Price trigger
Above
Below
Review by
What to watch for
Notes
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Save
·
sh
· $
·
×
Thesis
(why are we doing this trade?)
Conviction (1 = low, 5 = high)
Buy Reasons
(tick all that apply)
clear
Growth
Revenue Acceleration
Earnings Beat
Margin Expansion Story
TAM Expansion
New Product Launch
Innovation
AI / ML Exposure
Defense / National Security
Biotech Pipeline
Platform / Network Effect
Disruptive Model
Patent / IP Strength
Income
Dividend Growth
High Yield / Income
Buyback / Capital Return
Value
Sum-of-Parts Discount
Deep Value / Asset Play
Low P/E vs Peers
Special Situation
Turnaround
New Management
Spin-Off / Corp Action
Merger Arbitrage / M&A
Activist Involved
Bankruptcy Exit / Restructured
Macro/Thematic
Rate Beneficiary
Commodity Leverage
Infrastructure / Govt Spend
Reshoring / Supply Chain
Aging / Demographics
EM Growth Exposure
Energy Transition
Technical
Technical Breakout
Price / EPS Momentum
Short Squeeze Setup
Insider Buying Signal
External
Analyst Upgrade / PT Raise
High-Conviction Analyst
Conference / Investor Day
Regulatory Approval
Contrarian
Beaten-Down Leader
Sector Rotation Play
Fear-Driven Selloff
Misunderstood Model
Activist Potential
Short Squeeze Candidate
Event-Driven
Spin-Off / Carve-Out
Rights Offering
Insider Cluster Buying
Aggressive Buyback
Imminent Catalyst
selected
All fields optional — fill what's useful, skip the rest.
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