AI portfolio intelligence, safely staged for paper trading.
A responsive Next.js foundation for onboarding, portfolio monitoring, bot configuration, and billing while keeping live execution locked behind explicit approval.
Paper portfolio value
$124,830.20
AAPL
Apple Inc.
28%
+1.8%
NVDA
NVIDIA Corp.
24%
+3.4%
MSFT
Microsoft
18%
-0.6%
Live trading disabled
Order placement controls remain unavailable until Ryan approves a later live-trading release gate.
Social sign-in shell
Onboard users without exposing broker credentials.
Clear paper-first messaging appears before account connection. OAuth and broker integrations stay abstracted behind future backend endpoints.
Portfolio dashboard
A Robinhood-style snapshot tuned for paper risk review.
Users can understand allocation, watchlist movement, and AI-generated portfolio notes before any execution workflow is enabled.
Paper buying power
$38,420
AAPL
Apple Inc.
28%
+1.8%
NVDA
NVIDIA Corp.
24%
+3.4%
MSFT
Microsoft
18%
-0.6%
Bot activation
Configure Momentum and Mean Reversion with live execution locked.
The activation shell makes bot enablement and risk limits visible, defaults to the paper account, and routes every signal into the CIO approval queue before execution.
Momentum Scout Bot
Paper environment only
CIO approval queue
Bot signals wait for deterministic approval before paper execution.
Momentum and Mean Reversion recommendations become explicit queue items. AI output cannot bypass CIO state, risk review, or user approval.
Pending CIO approvals
2 demo signals
Momentum → AAPL
cio-approval-0001 · Buy 10 · broker order not submitted
Mean Reversion → MSFT
cio-approval-0002 · Buy 5 · broker order not submitted
Risk manager
Deterministic controls stay above every bot and execution path.
Max daily loss, drawdown, exposure, leverage, stop-loss, slippage, and kill switch controls are visible before QA touches deployment.
- Max daily loss: 2.00%
- Max drawdown: 10.00%
- Exposure placeholder: 100% gross
- Leverage placeholder: 1.00x
- Stop-loss required
- Slippage guard: 50 bps
- Kill switch: ready / not engaged
Billing & subscription
Stripe-ready plan shell with paper-trading benefits first.
The UI can route to test checkout later without placing keys in browser code. Plan copy avoids promising live trading access.
Builder plan
$29
per month, test billing shell
- Paper trading sandbox
- AI market briefs
- Portfolio risk summary
- Stripe test checkout shell