account_balance_walletPortfolio overviewSee active stock, ETF, and crypto holdings without digging through closed-position noise.
tuneYour policySet cash reserves, exposure limits, approval thresholds, exclusions, cooldowns, and loss controls.
psychologyExplainable AIReview proposals with a thesis, confidence, evidence timestamp, risks, and expected portfolio impact.
verified_userGuardrails firstEmergency pause, sell lock, and deterministic policy checks remain outside the AI model.
2ConfigureChoose Observe, Recommend, or Guardrailed Auto and define the limits the model cannot override.
3ReviewStart with recommendations and approval. Automated execution stays paused until explicitly enabled and validated.