Analyst Portal · Read-only brokerage review

Review your account without a trade button.

Analyst Portal is a local-first Windows application for reviewing your own portfolio snapshots, positions, order history, deterministic performance summaries, watchlists, encrypted journal, and owner-defined alerts. You can edit local notes and rules, but the application cannot place, cancel, modify, or close a brokerage order.

Explore the interface

Fictional demonstration data

Portfolio and performance at a glance.

These examples illustrate the Analyst Portal interface using fictional data. No customer or brokerage account data appears on this page.

Analyst Portal Demonstration data

Portfolio overviewComplete data

Equity$24,820

Available cash$8,400

Gross exposure$16,420

Largest positionALP · 32%

Positions Data quality · Read-only

ALPStock24Complete

BRVOption10Partial data

CRNFuture6Out of date

DSTStock18Complete

Allocation Snapshot

Stock52%

Option31%

Future17%

Performance Demonstration data

Performance and privacyPeriodMonth to date

Equity: complete Trades: partial

Normalized returnDrawdown

Portfolio return: +2.40%
Maximum drawdown: 1.10%
Sharpe ratio: 1.28
Closed trades: Unavailable

Money hidden

Local processing · Read-only

Product boundary

Built for review, not execution.

Analyst Portal organizes brokerage account information for inspection while keeping the brokerage boundary read-only. Information display, privacy controls, and unavailable trading actions remain clearly separated.

Account review

Portfolio and performance views
Positions and order history
Watchlists and owner-defined alerts
Data-quality and recency indicators

Privacy and ownership

Encrypted local persistence
Local journal and notes
Money-hidden privacy mode
Owner-controlled alert rules

Analyst Portal has a read-only brokerage boundary and does not provide controls to place, cancel, modify, or close orders.