Platform

Asset

Your portfolio home and the per-symbol workspace — live quotes, research tabs, chart agent, and trade ticket in one place.

Open the portfolio at /asset. Open a name at /asset/AAPL (any symbol, uppercased). Both routes require sign-in. Screening the universe lives on Markets at /marketplace.

How it works

1Sign in and land on the portfolio. Connect a broker or add demo data so holdings and snapshots appear.
2Open a symbol from holdings, ticker tape, header search, Markets, or a direct /asset/{SYMBOL} URL.
3Read the workspace — live quote and chart, research tabs, and the right-rail trade ticket or Agent.
4Optional: trade via Alpaca when connected (market, limit, stop, stop-limit). Without a broker, the UI warns that orders stay local/simulated.
5Optional: Agent — ask for analysis, adjust chart controls, and review confirm-before-trade proposals.

Portfolio home — /asset

The authenticated home for book value, holdings, and activity. After a move from the old /portfolio path, a migrate banner may appear once.

Area	What it does
Portfolio chart	Value over time from portfolio snapshots — candle, area, Heikin-Ashi, or line, with optional event analysis
Holdings	Live positions from connected brokers; Trade opens the symbol workspace
Activity	Buys, sells, dividends, and fees from portfolio transactions
Broker sync	Connect or sync Alpaca / Trading212, clear demo data, or seed demo holdings to explore
Side rail	Allocation overview, daily brief, fees, risk context, and upcoming events for your book

Empty book

With no connections, use Connect broker or Add Demo Data. Days without portfolio snapshots stay blank on charts and on the Calendar.

Symbol workspace — /asset/[symbol]

The route param is uppercased (aapl → AAPL). Quotes and candles come from live providers; the page does not invent prices when data is unavailable — you see Live vs Unavailable clearly.

Header and quote

Logo, name, last price, change, volume, and 52-week context
Market-hours status in the chrome
Stock tabs remember recently opened symbols in the browser (alphonce_stock_tabs)
Keyboard shortcuts for research jumps, buy/sell, order type, and submit (see in-page help)

Chart

Capability	Detail
Ranges	1D through 1Y history on the main chart
Styles	Area, candle, line, and Heikin-Ashi
Indicators	SMA, EMA, Bollinger, RSI, MACD, and volume overlays
Drawings & events	Horizontal levels plus an event timeline on the chart
Agent overlay	Insights and chart controls driven by the embedded Agent panel

Research tabs

Tab	What you get
Overview	Glance stats, business thesis, and near-term watch events
Intelligence	Analyst consensus, ratings, and price-target range
OaCa	Composite brief with pillars, scenarios, and drivers
Financials	Income statement, balance sheet, cash flow, and ratios
Signals	Technical signals and moving averages (options flow when configured)
Peers	Alternatives with batch quotes for comparison
Suppliers	Supply-chain graph for the name (Compute Unit–gated research path)
Filings	SEC filings, Form 4, and 13F where available (equities-focused)
Sentiment	Momentum score plus timeline headlines
AI Copilot	Entry point to open the chart Agent for this symbol

Compute Units on deep research

Some paths (for example supply chain and momentum-style synthesis) are metered. See Compute Units for plan quotas. The chart Agent uses the authenticated agent-chart path; you must be signed in.

Trade ticket

Buy or sell with market, limit, stop, or stop-limit sizing (including % of book helpers)
Live quote required to submit
Alpaca connection required for real execution; otherwise the UI marks orders as simulated
Recent session orders listed on the panel

Chart Agent

Open Agent from the chart or Intelligence row. The panel can analyse the name, change chart type/timeframe/indicators, switch research tabs, prefill the ticket, and propose trades that still need your confirm. You can also attach monitoring via ClawBot where the send dialog is offered. More on the agent surface: Agent.

How you get there

Nav Portfolio → /asset
Holdings Trade, ticker tape, or header search → symbol workspace
Markets and discover surfaces → open a name (portfolio home vs marketplace detail are separate routes)
Direct URL /asset/{SYMBOL}

What it is not

Not the instrument screener — that is Markets.
Not a public research site — both portfolio and symbol pages require auth.
Not multi-broker order routing today — live submit path is Alpaca; other brokers may sync holdings without placing from this ticket.
Does not fabricate quotes when providers fail; expect Unavailable rather than placeholder prices.
Some chrome (for example certain alert/star affordances and Beta previews) is still evolving — treat research tabs and live quote/chart as the durable core.