MigraStock · Intelligence OS

Your identity and investing preferences.

Name

Email is your sign-in identity and can't be changed here.

Risk tolerance

Investment style

Thresholds used to flag conditions to review across the dashboard, portfolio, alerts, and reports.

Max single-stock allocation

Flag any single position above this share of the portfolio (0–100).

Max active allocation

Target ceiling for actively-managed (non-core) holdings (0–100).

Stop-loss review threshold

Review a position once it falls past this (negative or zero, ≥ −100).

ETF core allocation target

Target share of the portfolio held in diversified core ETFs (0–100).

Current policy

balanced tolerance · mixed style

Saved values shown. Changes apply across the app after saving.

Where market data comes from today.

Market data provider is configured. Data refreshes are manual in this phase.

Provider coverage

19 refreshable11 unsupported

Unsupported: AVGO, COP, CRWD, HD, LLY, ORCL, PG, QQQ, SCHD, VOO, VTI

Last checked Aug 31, 10:30 PM

Some symbols may not be available under the current provider plan.

Eligible symbols refresh on a daily schedule after US market close.

This system is decision-support only. Risk settings help identify conditions to review. They are not instructions to buy, sell, or trade.

Updates flow to the dashboard risk panel, portfolio warnings, alert evaluation, and reports.