Portfolio
$0
Unrealized P&L
$0
Drift status
—
Last refresh
never
Drift rails · current vs target band
Add holdings + set targets to see drift
Holdings
| Asset | Qty | Price | Value | P&L | Vol₃₀ | Wt% |
|---|
Add holding
Stocks/ETFs: Yahoo ticker (AAPL, TLT, ^TNX). Crypto: CoinGecko id (bitcoin, ethereum, solana). Options: manual mark price — update it as it moves.
Cash
Positions
No positions yet
Class targets & bands
Targets total: 0% (must equal 100 incl. cash)
Rebalance plan
Refresh prices to generate a plan
Plan shows trades to bring breached classes back to target. Inside-band classes are left alone (threshold logic — saves fees & churn). Inverse-vol splits class dollars across assets ∝ 1/σ₃₀, so calmer assets carry more weight.
Intraday position sizer
Size = (equity × risk%) ÷ |entry − stop|. Targets shown at 1R / 2R / 3R. Caps single-trade loss so one bad fill can't dent the book.
Daily guardrails
Data & refresh
Stocks/bonds/yields: Yahoo Finance v8 chart via dual proxy (allorigins → corsproxy), ~15 min delayed. Crypto: CoinGecko direct, near-live. Symbols fetch sequentially with a 350 ms stagger to stay under proxy rate limits.