📈 MIS Cockpit — pick a feel

3 layout concepts · your real Jun-24 book · tap to switch. This is a MOCKUP for you to react to, not a live feed.

The one move right now

MU gapped ~+13% on a blowout — you're flat it.
Entry today is extended → WATCH not chase. 🚦 Check wash-sale before re-entry (sold Jun 16).

Portfolio

$31.3K all 5 accounts
0600 trading acct $22.3K · drawdown: none, far from −20% stop
META 0600$10,825
49% — concentration
SPY 0600$5,135
tech weight ↑ on AI bid
ASML 0600+son$4,951
HBM read-through
NVDA 5692+son$678
MU sold-out HBM = positive
COST · GOOG · AAPL · others$9.7K

2.5% monthly clock

This month vs targetpending — needs cost-basis fix
Realized + unrealized 1/2/3-mo unlocks once the P&L bug (reads $0) is fixed.

Is your dollar working hardest?

META half a margined account in one nameTRIM toward a cap
Cash / SGOV sleeves parkeddeploy?

Holdings · $31.3K

META$10,825 · 49%
SPY$5,835
ASML$4,951
COST$2,111
NVDA$678
GOOG · AAPL · LLY · KO · AMZN · …$6.9K

Performance vs 2.5%/mo

1-month
— pending
2-month
— pending
3-month
— pending
Realized vs Unrealized
— pending
All four light up once the cost-basis/P&L path is fixed (reads $0 today).

Signals

MU not held · +13% gapWATCH
META 49% of 0600TRIM_RISK
ASML / NVDA HBM read-throughtailwind

Trade quality — held vs churned v1 to build

Sold MU Jun 16missed ~+13% pop
Sold NKE Jun 16→ vs GOOG+AAPL bought
The "if you'd held vs what you rotated into" attribution — built from your trade log. This is the panel you said must be in v1.
Book (all 5)
$31.3K
0600 $22.3K
Drawdown
none
vs −20% stop
#1 risk
META 49%
margined, one name
2.5% clock
pending
cost-basis fix

MU · not held

Blowout · HBM sold out · ~+13%
Setup extended → WATCH. Wash-sale check before re-entry.
Durability/Trend strong · Setup extended after the gap
ASML · held
$4,951
HBM tailwind
NVDA · held
$678
read-through
META · held
$10,825
trim to cap
SPY · held
$5,835
tech-weighted
Tell me which one feels right (or what to change) — then I build it live against the engine, not mock data.