Portfolio Management
Account: -
Portfolio Overview
Total Value

$0.00

Cash

$0.00

Unrealized P&L

$0.00

Buying Power

$0.00

Asset Allocation
Rebalance threshold: 5%
Performance Tracking
Annualized Return
0.00%
Win Rate
0.00%
Total Trades
0
Avg Trade Size
$0
Current Positions
Symbol Quantity Market Value Current Price Unrealized P&L Allocation %
No positions loaded
Recent Trades
Time Symbol Side Quantity Price Status
No trades loaded
Automated Rebalancing
Last rebalance: Never
Trading Strategies
Rebalance Strategy Stopped
Momentum Strategy Stopped
Lumibot Strategy Engine
Checking...
Momentum Strategy
Stopped
Mean Reversion Strategy
Stopped
Modern Portfolio Theory
Stopped
Automated Diversified Leverage
Stopped
REIT Income Portfolio with Dividend Reinvestment
Stopped
Enhanced Intraday Momentum Day Trading Bot
Stopped
Strategy Backtesting
Active Lumibot Strategies: 0
Active Alerts

No active alerts

Market Watchlist
Symbol Price Change Sentiment
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Tax Optimization
Potential Tax Savings

$0.00

Harvestable Losses

$0.00

Tax Rate

24.0%

Loss Harvesting Opportunities

Click refresh to analyze tax opportunities

Manual Stock Picking
Estimated Cost: $0.00
Available Cash: $0.00
System Status
Broker Connection: Unknown
Market Status: Unknown
Last Update: Never