Portfolio Command Center

Portfolio Command CenterConsolidated · Interactive Brokers + eToro · CHF

Updated · aggressive / long-term model

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Latest news

Allocation vs target

By account

Top positions (merged across accounts)

Key alerts

Sleeve targets & trade plan

Sleeve	Value	Current	Target	Drift	To trade	Action

Positive "to trade" = buy to reach target; negative = trim. Figures self-fund to ~zero.

Current allocation

By sector

All positions

Research feed

Seeded with the mid-2026 theme research behind your target sleeves. Scheduled background tasks will append dated notes here.

Analysis Studio

Institutional analysis frameworks applied to a new stock, one of your holdings, or the whole portfolio. Quick takes run in-page over your data; "deep report" builds a live-research prompt to paste into chat.

Framework

Target

Ticker & concerns

In-page quick takes have no live market feed — directional only; verify figures. Educational, not advice.

Pick a framework and target, then run a quick take or copy a deep-report prompt.

Analysis log

Build roadmap

✓ Done

Consolidated tracker (IBKR + eToro, 137 positions, CHF).
Target model (~25% thematic), review, and phased rebalance plan.
This live command-center dashboard.

Ticker-level sell list with exact CHF amounts for Phase 1.
Scheduled background research → auto-appends to the Research feed.
Quarterly rebalance-drift check.

Later

Automated buy/sell execution — requires a brokerage connector (IBKR API). The dashboard is structured to wire this in when available.

Data sources: IBKR Activity Statement (2 Jul 2026) + eToro portfolio screenshots. FX: 1 USD = 0.8035 CHF, 1 EUR = 0.9187 CHF.

Educational tool, not personalized financial advice. I am not a licensed financial advisor. Values derive from uploaded broker data converted to CHF and should be verified. Investing carries risk, including loss of principal.