Portfolio value
$103,511.93
$78,511.93 holdings · $25,000.00 cash
Risk exposure
Elevated
VTI, SCHD, MSFT, NVDA, AAPL above 5% single-stock limit
Active signals
4
across 6 watchlist names
Cash reserve
24.2%
Available for planned entries
Saved screens
ScreenerOpportunity review
Signal Watchlist
A ranked research queue powered by strategy filters, risk rules, and saved targets.
NVDA
NVIDIA Corporation
$204.64
-4.2%Score
High risk
Technology
Sector
MSFT
Microsoft Corporation
$521.91
-1.6%Score
Medium risk
Technology
Sector
CRWD
CrowdStrike Holdings, Inc.
$358.20
-1.5%Score
High risk
Technology
Sector
VTI
Vanguard Total Stock Market ETF
$278.60
+0.4%Score
Low risk
ETF
Sector
SCHD
Schwab U.S. Dividend Equity ETF
$27.85
+0.2%Score
Low risk
ETF
Sector
AAPL
Apple Inc.
$344.63
-1.2%Score
Medium risk
Technology
Sector
Top focus
VTI
Primary review candidate by score and activity.
Current price
$278.60
Fund
80
Mom
66
Risk
22
Alert center
Needs review
Allocation over limit
AAPL is 11.7% of the portfolio, above your 5% single-stock review limit.
Allocation over limit
MSFT is 14.1% of the portfolio, above your 5% single-stock review limit.
Allocation over limit
NVDA is 11.9% of the portfolio, above your 5% single-stock review limit.
Score threshold crossed
AAPL total score is 50, below the 65 review threshold.
Allocation
Portfolio mix
Guardrails
Risk policy
Single stock
5.0%
Active
20.0%
Review
-8.0%
ETF
80.0%
Research AI
MSFT brief
Structured review with bull case, risk case, catalysts, and confidence note.
Research summary
Microsoft pairs a durable enterprise software franchise with cloud scale and a broad AI distribution channel via Copilot and Azure.
Bull case
Recurring revenue base, Azure growth re-acceleration, and AI monetization across the productivity suite.
Risk case
Heavy AI capex weighs on near-term free cash flow; cloud growth could decelerate if enterprise budgets tighten.
Strategy validation
Quality Growth
Return
+32.0%
Drawdown
0.0%
Win
100.0%
Sharpe
7.75
Simulated from seeded scores — not real performance.
System
Module health
Screener
Online
Backtest
Online
Portfolio
Online
Research
Online