Portfolio

Allocation and Monitoring

Compare your declared context with your own policy, then monitor thesis changes across assessments.

Your allocation record

Allocation context checks

Not calculated

Review an optional, unconfirmed context suggestion or enter your own values. Nothing becomes your record until you confirm and save it.

Uses your stated caps, conviction, and entered portfolio context. The suggestion remains unconfirmed.

RULE The suggestion is arithmetic on caps, conviction and portfolio figures you stated yourself. It arrives unconfirmed, it carries no view on whether the position should exist, and nothing becomes your record until you confirm and save it.

Your declared amount optional

Your declared post-action weight optional

Your entered portfolio value optional

Current position value optional

Entered post-action sector exposure optional

Your conviction context

Your liquidity context optional

Your action record optional

Action date optional

Your rationale

Your acknowledgement optional

I confirm that the amount, weights, action, and rationale above are my own entries.

Your current policyStated by you

Single-name cap

Sector cap

25%

Current single-name exposure

Current sector exposure

Conviction context

3 / 5

Historical position recordsImmutable

Existing opened-position records remain available here as immutable history.

SCOPE Recorded facts only: user-declared amount, action date, EOD price context, decision status, thesis health, and next review.

Company	Declared amount	Action date	Current EOD price	User decision status	Thesis health	Next review	Links
No historical opened-position records yet. Use the user-declared action fields above when preserving an allocation context version.