SmartSleeve Portfolio OS

Pull down to sync latest daemon cycle

Portfolio value Loading...

Combined tracked equity.

Cash Loading...

Broker-reported cash across visible accounts.

Buying power Loading...

Available buying power where brokers report it.

Broker accuracy Checking

Ground-truth broker values and stale exports.

Margin usage Loading...

Negative cash and explicit margin exposure.

Daily P/L Needs sync

Intraday P/L is awaiting broker-level sync.

Total P/L Needs basis

Cost basis sync is required before total P/L is shown.

Portfolio return Needs history

Return requires time-series equity and cash-flow history.

Sage reviews Loading...

Specific recommendations awaiting review.

Top holdings

What you own

Review queue

What needs attention

Accounts

Broker status

Allocation

Active sleeves

Account charts

Account value over time

Portal history

Holding charts

Stock value over time

By account

Performance reports

Daily report archive

Cloud archived

Stock picks

Algo report archive

Algo active days

Holdings table

Cross-account positions

Ticker	Chart	Company	Shares	Stock price	Avg buy price	Market value	Cost basis	Daily P/L	Unrealized P/L	Realized P/L	Total P/L	Accounts	Weight

Accounts

Account values, broker status, and drilldowns

Tap an account to inspect holdings, cash, margin buffer, sleeve assignments, and sync quality without scrolling through the full dashboard.

Account Detail

Account

Broker, holdings, cash, margin buffer, and sleeve coverage.

Sleeves

Sleeve operating map

Review active sleeves by account, holdings, target drift, ledger quality, and automation mode.

Rebalance queue

Next sleeve actions

Sleeve ledger

Current assignments

Tap sleeve cards

Sleeve Detail

Sleeve

Behavior, holdings, trades, and account coverage for one active sleeve.

Stock Picks

Subscribed sleeve stock-pick archive

Review stock-pick universes for active and hibernating sleeve algos, then open the weekly email/report archive for each sleeve.

Subscribed sleeves

Universes

Active + hibernating

Weekly archive

Stock-pick reports

Clickable reports

Recs

Sage recommendations ready for review

Review actionable findings, draft trade tickets, and jump into the underlying account, sleeve, or Sage context without digging through the full dashboard.

Review queue

Open recommendations

Draftable

Context

Why this matters

User-scoped

Trade Center

Draft, review, approve, reject, and audit trades

Build user-directed or Sage-assisted order intents, check broker/session compatibility, and route eligible orders through server-side preview before any live placement.

Order ticket

Prepare intent

Preview first

Account Sleeve Strategy Asset class Ticker Intent Target ticker Sizing Shares / contracts Dollar amount Portfolio % Order type Limit price Stop price Trail Trail unit Session Time in force AutoGuard / SmartTrade end time Margin cap Operator/source Execution mode Reason for trade

I understand this creates an auditable SmartSleeve order intent. Live placement still requires broker preview, authorization, and account guardrails.

Pre-trade review

Before submission

Approval required

Broker compatibility

Broker session rules

Checking

Intent payload

Backend handoff

Order queue

Drafts awaiting approval

Audit trail

Manual vs Sage vs automated

Orders & executions

Open, pending, canceled, and completed orders

Portal trades feed

Order details

Order lifecycle, execution, and diagnostics

Select order

Sage Reallocation Lab

Model basis cost before moving money

Sketch a source, target, amount, and time window. Sage estimates basis risk, settlement friction, and how much patience may improve execution before a trade ticket is drafted.

Proposal

Reallocation inputs

Analysis only

Sage readout

Basis, settlement, and timing

No live order

Sage by SmartSleeve

Portfolio chief investment officer, not a chatbot

Sage reviews holdings, flags drift, drafts recommendations, and explains trade risk. Automation is never enabled by default.

Sage by SmartSleeve

Reviews your portfolio, watches risk, and helps turn your own investing choices into clear trade plans.

AutoGuard

Protects long-term holdings by watching for pullbacks or reversals and preparing risk-off exits and re-entries when appropriate.

SmartTrade

Handles Sage-guided entries, exits, and reallocations over a chosen window, aiming for better execution than a rushed trade.

Operating mode

Permission level

Recommend

Portfolio review

Specific findings

Recommendations

Actions Sage wants reviewed

Draftable

Brain

Latest sleeve decisions

CLI brain feed

Execution diagnostics

HEB and basis capture

After window close

Merch Shop

Apparel

Shop by style

Diagnostics

Broker health, margin clarity, and sync gaps

Developer mode shows cross-account diagnostics; user mode stays scoped to the signed-in owner.

Largest position Loading...

Connect broker to calculate.

Top three risk Loading...

Share of visible equity in the three largest holdings.

Margin balance Loading...

Margin usage and buffer, not a plain negative-cash error.

Broker health Loading...

Visible synced accounts in the current app scope.

Actions

Risk and data follow-up

Connections

Broker sync status

Read-only view

Account diagnostics

Cash, buying power, and margin notes

Scoped