Broker screens show positions, not process.
The dashboard needed to explain deployment, performance, and review logic more clearly than a default account screen.
Market Intelligence
Portfolio Tracker
A portfolio review surface for looking at behavior, deployment, and context instead of only checking positions.
Checking is not the same as reviewing.
An account can look fine at a glance while still hiding whether the underlying behavior is working.
Collection Pipeline
How the dashboard is actually built.
Scheduled collection pulls holdings snapshots, activity history, market prices, and benchmark context into versioned JSON files. The walkthrough below shows how those inputs are normalized, scored, and assembled into a static dashboard for recurring review.
broker exports
activity history
market prices
scheduled refresh
static JSON publish
Inputs
Preparation
Scoring / Context
Outputs
Decision
Use scheduled snapshots and client-side assembly.
The dashboard is built from recurring collection, normalization, scoring, and static publish so review happens over versioned JSON instead of a live backend.
The dashboard became easier to reason about.
Reviewing deployment, cost basis, and performance context now has a clearer structure instead of staying trapped inside a broker interface.
It is still one layer of the full system.
The dashboard becomes more useful when read alongside broader market and confirmation surfaces rather than treated as a complete decision engine.
Connect portfolio behavior to market context.
The next layer is making the dashboard respond to the same risk and confirmation surfaces used elsewhere.