Portfolio Hub

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Getting Started

A quick introduction to Portfolio Hub

Add Holdings (Optional)

Click Portfolio in the left sidebar. Add each ticker with share count and cost basis. Leave the table empty to receive fresh buy recommendations from scratch.

Choose Your Market & Strategy

Use the flag buttons in the top bar to pick your market. Then open the Strategy panel in the left sidebar to set an investment period and risk profile.

Run the Analysis

Click the green Run Analysis button in the top-right corner. A live progress log appears below the top bar. Typically 2–4 minutes.

Read the Results

The Results panel opens automatically. Signal cards show BUY / HOLD / TRIM / SELL per ticker. Scroll down for the full AI commentary and position breakdown table.

Change Display Language

Open Settings from the left sidebar, scroll to the Account section, and click any language pill. Reports and news are translated automatically after each run.

Analysis

◈Dashboard

◷Run History 0

Settings

≡My Portfolio

⚙Settings

Pipeline

📈Investoridle

🛡Riskidle

📰Newsidle

🏦Smart Moneyidle

💼Portfolioidle

AI Commentary

— no run yet —

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✦

No commentary yet

Press Run Analysis to generate your portfolio plan

Results

News

Terminal0

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No results yet

Run the pipeline to see action cards and position breakdown

◎

No sentiment data yet

News cards appear after the pipeline runs

tsx-quant-terminal

Awaiting pipeline run…

Run History

All past analyses — newest first

Runs—

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No history yet

Completed runs appear here

Select a run

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Click a run to view details

My Portfolio

Holdings and free cash — auto-calculates book value as you type

Holdings —

Ticker	Shares	Cost Basis (CA$)	Book Value	Buy Date

Free Cash Available for new positions

Free Cash

Fixed deployment budget — edit below to change

My Strategy Saved with portfolio — applied to every run

Investment Period

Signal weights adapt: short favours options flow; long favours institutional positioning.

Risk Profile

Sets ADD / HOLD / TRIM thresholds for the composite score.

Settings

API keys and account info

Account

Display Language

User Guide

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Security note: API keys are stored in data/config.json. Passwords are SHA-256 hashed. Do not expose this server to the internet without a reverse proxy.