Good morning, John

Here's what's happening with your portfolios

Markets Open
3.2%

Total AUM

$247.8M

2%

Active Portfolios

42

1%

Pending Actions

7

0.8%

YTD Return

+12.4%

AI Recommendations

View all

Rebalance Tech Exposure

Chen Family Trust

92% confpending

Technology sector now comprises 38% of portfolio, exceeding target allocation of 30%. Recommend reducing positions in NVDA and MSFT to realign with investment policy.

Tax-Loss Harvesting Opportunity

Martinez IRA

88% confpending

Identified $47K in realizable losses from underperforming positions. Recommend harvesting before year-end to offset gains from Q3 rebalancing.

ESG Alignment Adjustment

Green Future Fund

85% confapproved

New ESG screening identified 2 holdings with reduced ratings. Suggest replacing with higher-rated alternatives in same sectors.

Market Signals

Fed Rate Decision

macro

FOMC meeting tomorrow. Markets pricing 25bp hold.

Tech Earnings

sector

AAPL reports after market close. IV elevated.

Currency Move

forex

EUR/USD testing 1.08 support level.

Watchlist Movement

NVDA
$892.45+2.34%
AAPL
$178.92-0.87%
MSFT
$412.36+1.12%

Recent Activity

Recommendation approved

Bond reallocation for Johnson Family Trust

2 hours ago

Analysis completed

Q4 risk assessment for 12 portfolios

4 hours ago

Compliance flag

Position limit approached in Venture Partners LP

Yesterday