Daily Review
Your decision-support routine
Six steps: review what needs attention, run discovery, review your strategy groups, check portfolio risk, run Decision Coach, and document the review.
Market data last refreshed Aug 31, 10:30 PM (succeeded) · scoring v2 · Up to date
1
Needs reviewReview alerts
What needs attention
9 open · 3 critical · 5 warning
- warningMSFT MSFT is at 507.29, at or above your 500.00 target exit — worth a review.
- warningAAPL AAPL total score is 51, below the 65 review threshold.
- warningNVDA NVDA is at 220.78, at or above your 170.00 target exit — worth a review.
4
Needs reviewCheck portfolio risk
Exposure / risk review
Risk alignment: ElevatedCash reserve: 24.2%High-risk: 12.8%Value: $103,098.67Concentrated: Technology
5
Needs reviewRun Decision Coach
Candidate + paper review
Active candidate reviews: 3Active paper positions: 1Reviews needing update: 2Paper reviews due soon: 1
Daily Review is decision-support only. It helps organize conditions to review and is not a recommendation to buy, sell, or trade.