Portfolio Builder · Saved work

Portfolio Watchlist

Every portfolio you save from the AI builder, kept in full. Each entry stores the complete snapshot it was signed off on — allocation, expected return, risk, look-through and diversification — so it renders exactly as it did the day you saved it, plus the inputs that make it re-editable. Saves are per-device and instant; use Export to share one as a file, or Publish to put it into the shared history that everyone sees.