Today's actions
Ranked by priority: data to check, positions at risk, concentration, imminent events, additions, possible purchases. Each item explains its reason and the next step. Accepting a recommendation places no order.
history of 5 sessions (minimum 252)
Evidence
- source: IBKR Flex (read-only) (valuation price)
Next step: refresh or correct the source; no recommendation while the data is insufficient
history of 5 sessions (minimum 252)
Evidence
- source: IBKR Flex (read-only) (valuation price)
Next step: refresh or correct the source; no recommendation while the data is insufficient
history of 5 sessions (minimum 252)
Evidence
- source: IBKR Flex (read-only) (valuation price)
Next step: refresh or correct the source; no recommendation while the data is insufficient
nothing to do
Do nothing today
no sell, trim or add rule is triggered; no opportunity meets the criteria; no imminent event on your positions
Next step: come back after the next price update