PORTFOLIO
Institutional-grade portfolio management terminal integrating real-time valuation, structural analytics, AI scoring, and risk diagnostics
PORTFOLIO TERMINAL
Institutional-Grade Portfolio Management
The Portfolio terminal consolidates real-time market pricing, Context Score, Status Indicators, and risk diagnostics into a unified management interface. Delivering the same multi-dimensional analytical framework used by institutional portfolio managers — now accessible to every investor.
STATS DASHBOARD
Portfolio-Level KPI Strip
The top Stats Dashboard provides an at-a-glance view of portfolio-level key performance indicators. The same KPI density that institutional PMs review on their first screen each morning — delivered to individual investors.
Total Market Value
Aggregate market value of all holdings at current prices. Updates in real time.
Total Cost Basis
Original capital invested, calculated as average entry price × quantity for each position.
Total Return
Difference between market value and cost basis, displayed as both percentage and absolute dollar amount. Green for gains, red for losses.
Portfolio Score
Investment-weighted average of each holding's Context Score. Displayed as an A–F grade with color coding for instant portfolio health assessment.
Current market session (Regular/Pre-market/Post-market) with countdown timer to next open.
ANALYTICS DASHBOARD
3-Card Visual Intelligence
Diagnose portfolio structural health through three visualization cards. The same caliber of visual analytics that institutional PMs present to risk committees — built directly into your portfolio view.
Sector Allocation Donut
Asset AllocationVisualizes holdings' GICS sector weights as an interactive donut chart. Portfolios concentrated in a single sector carry elevated systemic risk exposure. Instantly assess your diversification profile.
💡 Concentration exceeding 50% in any single sector is considered excessive by institutional standards — a sector-specific drawdown would structurally impact the entire portfolio.
Risk Assessment Gauge
Structural DiagnosisDisplays the ratio of bullish (A/B grade) holdings versus bearish (D/F grade) holdings in a gauge format. A healthy portfolio maintains bullish allocation above 50%; elevated bearish ratios signal structural risk.
P&L Treemap
P&L VisualizationVisualizes each holding's portfolio weight (area) and return (color) as a treemap. Green indicates profit, red indicates loss — larger tiles represent higher portfolio concentration.
💡 Large red blocks represent your portfolio's primary risk exposure. Prioritize review of high-weight positions showing significant losses.
HOLDINGS TABLE
12-Column Structural Grid
Each holding row displays critical structural data across 12 columns. Information density matching institutional trading desk position monitors.
Company logo and ticker symbol. Click to navigate to the Command terminal for deep analysis.
Mini trend chart based on the most recent 20 price data points. Green for uptrend, red for downtrend.
Average entry price. Editable to recalculate after averaging down or up.
Real-time last price with daily change. Pre/post-market session prices displayed when applicable.
Number of shares held. Editable for position updates.
Total profit/loss in dollars and percentage. Green for gains, red for losses.
Intraday P&L and change percentage, updating in real time during market hours.
Position weight relative to total portfolio market value.
Calendar days since position entry date.
Context Score Engine output: 0–100 score with A–F grade classification.
BULLISH / HOLD / WATCH / TRIM — Context Score-driven structural diagnostics.
RUN (deep analysis) / HOLD (maintain) / TAKE (profit review) / EXIT (risk alert) — analysis protocol.
CONTEXT SCORE ENGINE
5-Pillar Absolute Scoring Architecture
Context Score is an absolute scoring system. 80 points consistently represents strong multi-source data alignment regardless of context. Scores displayed in Portfolio are computed by the exact same engine powering Command, Intel, and Watchlist.
5-Pillar Architecture (100-Point Scale)
Price change · VWAP deviation · MACD crossover · SMA20 trend · 3-day cumulative return
Put/Call Ratio · GEX gamma · Gamma Flip deviation · Squeeze probability · IV Skew · Options chain concentration
Dark pool ratio · Short volume ratio · Institutional concentration · Block trade frequency · Net premium direction
VIX level · Fear & Greed · Dollar index (DXY) · Yield curve shape · Sector rotation direction
Earnings D-Day · FOMC schedule · Implied Move magnitude · AI sentiment analysis
Grade Scale
Safety Gate System
The Analytics Engine is not simple score aggregation. Automatic downgrade triggers activate when hazardous patterns are detected — Call Wall breakout failures, excessive short interest, and GEX regime shifts force score adjustments.
STATUS INDICATOR & ACTION PROTOCOL
Structural Signal × Execution Protocol
Based on Context Score, structural diagnostic signals (Signal) and execution protocols (Action) are automatically assigned to each holding. Not buy/sell directives — but structured analytical workflows grounded in data context.
Status Indicator
Structural SignalStructural diagnostic signal combining Context Score with market context.
BULLISH — Bullish momentum detected, Analytics 75+ with confirmed upside structure
HOLD — Equilibrium zone, current structure stable, awaiting catalyst
WATCH — Observation zone, directional uncertainty, additional data required
TRIM — Bearish transition detected, Analytics below 35 or rapid structural deterioration
Action Protocol
Execution WorkflowSuggests the optimal analytical workflow based on each holding's current structure. This is analysis prioritization guidance — not investment advice.
RUN — Execute deep structural analysis in Command terminal (Analytics A/B grade)
HOLD — Current structure stable, maintain existing analysis (Analytics B/C grade)
TAKE — Profit-taking zone, verify trend reversal signals (High P&L + declining grade)
EXIT — Structural risk alert, immediate deep analysis required (Analytics D/F grade)
Real-Time Currency Conversion
Multi-Currency Real-Time Conversion
Built-in real-time currency conversion for Korean and Japanese locale users. Auto-refreshes every 60 seconds.
Exchange Rate Badge
Live exchange rate displayed in the header with day-over-day change rate for instant direction assessment.
Converted Amounts
Local currency equivalents automatically displayed below market value, cost basis, and return figures in Stats Dashboard.
Currency Toggle
Switch between USD and local currency instantly via the ⇄ icon on P&L and Today column headers.
SORT & PORTFOLIO MANAGEMENT
5-Sort × Full CRUD Operations
Rearrange holdings by 5 sort criteria and manage your portfolio in real time with full add/edit/delete capabilities.
Sort Modes
Add Position
Use the + button to search tickers and register new holdings with entry price, quantity, and purchase date. Real-time data syncs immediately.
Edit Position (Average Down/Up)
Edit entry price and quantity via each holding's edit icon. Use after averaging down or up to recalculate your cost basis.
Remove Position
Remove holdings from your portfolio. Use for positions that have been fully closed.
WHY THIS PORTFOLIO TERMINAL
What Sets This Apart
No retail portfolio management tool delivers what SIGNUM HQ's Portfolio terminal provides. Institutional-grade analytics embedded directly into your portfolio view.
Institutional Context Score Integration
Beyond simple P&L tracking — each holding's options structure, flow dynamics, and market regime are synthesized through Context Score directly within your portfolio. The same composite scoring institutional PMs review per-position — now accessible for the first time to individual investors.
Real-Time Structural Risk Diagnostics
The Analytics Dashboard's Risk Gauge continuously monitors your portfolio's structural health. Automatically flags imbalanced bullish/bearish ratios, enabling timely rebalancing decisions before structural deterioration compounds.
P&L Treemap Visualization
The treemap visualization previously exclusive to Bloomberg Terminal's portfolio analytics — now built into your dashboard. Weight × return cross-analysis in a single view for instant identification of primary risk exposures and opportunities.
Action Protocol — Automated Analysis Workflow
Every time you open your portfolio, the RUN/HOLD/TAKE/EXIT protocol automatically prioritizes which holdings demand immediate attention. Reduces decision latency and ensures critical signals are never overlooked.
Portfolio Analysis Workflow
A systematic 4-step process for interpreting portfolio data. Adapts the institutional PM's daily position review workflow for individual investors.
Step 1: Overall Health Check
Review Portfolio Score and total return on the Stats Dashboard. Grade A or above indicates structurally sound portfolio; Grade C or below warrants detailed position review.
Step 2: Analytics Dashboard Visual Scan
Sector Donut for concentration risk, Risk Gauge for bullish/bearish balance, P&L Treemap for identifying primary risk positions — all in one visual sweep.
Step 3: Action Protocol Review
Prioritize EXIT and TAKE flagged positions. EXIT holdings require immediate deep analysis in Command terminal; TAKE holdings warrant trend reversal verification.
Step 4: Sort-Based Deep Comparison
Sort by Analytics to identify highest/lowest Context Score holdings. Sort by P&L to evaluate profit-taking or stop-loss candidates.
⚠️ Risk Disclosure & Disclaimer
All information provided by the Portfolio terminal (including Context Score, Signal, and Action Protocol) represents quantitative analysis of market data and does not constitute investment advice, trade directives, or personalized financial guidance. Action Protocol designations (RUN/HOLD/TAKE/EXIT) are analytical workflow suggestions — not buy, sell, or hold recommendations. Financial investments carry the risk of principal loss, and historical data and indicators do not guarantee future returns. All investment decisions are made at the user's sole discretion, and the service provider bears no liability for outcomes thereof.