Portfolio Value
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Buying Power
Available cash
Open Positions
Holdings
Unrealized P&L
Total gain/loss

Portfolio Performance

Portfolio
SPY (benchmark)

Investment Thesis

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Market Context Note

Inject a current market event note into Claude's prompt — use this when something material has changed (ceasefire announced, chip ban, Fed decision, earnings surprise).

Guardrails

Weekly budget
$100
Auto-deployed Monday
Max position
20%
Hard cap per ticker
Stop-loss
−15%
Auto-liquidates on breach
Rebalance at
22%
Trims back to 18%

Positions

Ticker Mkt Value Qty P&L Return Weight
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Trade Log

Manual Trade
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Disclaimer: PIA is a technology demonstration. Not investment advice. Trading in securities involves risk of loss. Past performance does not guarantee future results. Robin Colocho and Didim Digital are not registered investment advisors. Never invest money you cannot afford to lose.