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The Portfolio entry in the left navigation is a placeholder for a feature currently in development. Connect your brokerage accounts to sync holdings and track positions, so the analyst can reason over what you actually hold: flag concentration, surface relevant news, and connect your notes to real positions. Planned integrations include major brokerages such as Interactive Brokers, Charles Schwab, Fidelity, and Robinhood.
Until it ships, the same ground is covered manually: keep positions as folders, and have a monitor sweep them on a schedule, for example “anything notable across this week?”