DBofflineResearchunknownIBKR Papernot_checkedRiskunknownPending approvals0Open orders0Kill switchunknownPaper submitdisabled
Paper trading only. Human approval required. Broker submission is disabled in V11C. The frontend talks only to the V11B FastAPI backend.
Portfolio Command Center

Portfolio decisions at a glance

A trading-focused home base for portfolio state, proposals, risk, reconciliation, portfolio action queue review, and next human decisions. No LLMs, broker calls, approval, or execution occur here.

SnapshotfallbackRiskunknownKill switchunknownPaper submitdisabledReconciliationunknown
Portfolio value
unknown
Snapshot: fallback
Cash / buying power
unknown
unavailable
Open positions
0
Source: offline
Pending approvals
0
Human review required.
Open orders
0
Read-only lifecycle-derived count.
Learning proposals
0
From Trading Log learning workflow.
Portfolio-manager proposals
0
Displayed only; generated in V11I.
Reconciliation warnings
0
Status: unknown

Positions

Safe cached/fallback positions only. No broker refresh occurs on page load.

No positions are available from the current safe read source.

Risk & Exposure

Read-only risk state. Operator controls remain on the risk workflow page.

Risk state1
Kill switch: unknown
Paper submit: disabled
Source: fallback
Open Risk Management

Reconciliation

Expected-vs-snapshot status from safe V11 backend reads.

Status
unknown
Mismatches
0
Last checked
not available

Source: offline. Broker calls made: not available.

Snapshot Freshness & Exposure

Read-only V11H portfolio intelligence metadata and derived exposure quality.

Generated
not available
Data mode
fallback
Exposure quality
unknown
Missing market values
unknown

Action Proposal Summary

Unified proposal queue grouped by source, action, approval, execution, and urgency.

No action proposals are currently available.

AI Portfolio Manager

V11I proposal engine and V11J action queue are available. Execution remains gated in the Execution Dashboard.

Status: HMI ready / snapshot backend, proposal engine, and action queue available. Current decision mode is manual review only.
Portfolio manager proposals0
Learning proposals affecting portfolio0
Risk-system proposals0
High-urgency proposals0

No autonomous portfolio decisions are active. No LLM call is made. All proposals require human approval and backend safety gates.

No portfolio-manager proposals are currently queued. Run the V11I engine in dry-run first, then explicitly create pending proposals only when appropriate.

AI Portfolio Action Engine

Deterministic offline V11I proposal engine. Dry-run is default; created proposals remain pending.

Portfolio Action Queue

V11J organizes portfolio-manager, learning, and risk proposals into reviewable queue items and rotation workflows. Routing is metadata/navigation only.

Open Execution DashboardBroker callsnoOrder actionsno
Queue items
0
Mode: fallback
Pending review
0
Blocked
0
Rotation workflows
0

No portfolio action queue items are available. V11I-created portfolio-manager proposals will appear here for staged review.

Rotation Workflows

No rotation or staged portfolio workflows are available.

Select a workflow to inspect stages and blockers.

What Needs My Attention?

Decision queue focused on next human actions.

No urgent portfolio decisions are currently queued.

Intelligence Gaps

Data quality and backend capability gaps reported by the V11H snapshot.

No snapshot gaps reported.

Top Proposed Actions

Existing proposals only. V11G does not generate new portfolio recommendations.

No ENTER, ADD, REDUCE, EXIT, or ROTATE proposals are available yet.

Workflow Navigation

Portfolio Command Center navigates to workflows; it does not approve or execute.

Trading logs loaded: 0. Snapshot backend: available. Proposal engine: pending_v11i.