Too much in one stock? It says so first.
Before a buy, the size meets five limits you set. Any one can say no, and the terminal shows which.
The five limits
| Limit | It stops |
|---|
| Concentration | One stock taking more of the portfolio than your cap. |
| Cash | Spending below the cash you meant to keep. |
| Market exposure | More in stocks overall than you allowed. |
| Liquidity | A position too big for how much the stock trades. |
| Thesis deadline | Holding past the date you said you would review it. |
Where you see it
| Place | What shows |
|---|
| Add holding | The cost, and cash before and after |
| Analyze | The most you could add without breaking your own cap |
| Portfolio | A flag on any holding that breaks one of your rules |
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Research software, not investment advice. It never places a trade. Help · Plans