Sample data · illustrative only. A live demo of the Valendis cockpit on a synthetic portfolio. Figures are hypothetical, represent no actual account, and are not investment advice or a performance forecast.

Triage

3 act-now · 1 scan

snooze · persisted

ACT NOW · 3 items requires decision · this session

BELOW 2.3%

HARBORX

Buy-under $42.05 · live $41.07 · gap 2.3% · yld 5.80%

Below SA buy-under — add or pass ROOM TO ADD · 3.8% of 6.0% cap · ~$11.2k

BELOW 2.8%

CEDARMARK

Buy-under $23.60 · live $22.94 · gap 2.8% · yld 7.90%

Below SA buy-under — add or pass ROOM TO ADD · 1.9% of 5.0% cap · ~$9.6k

EXP TODAY

CMSADIA Jun20 72.5C

strike $72.50 · C · exp 2026-06-20 · spot $71.20

Expiring — roll or let it assign

SCAN · 1 item review when convenient

STALE 72d

KESTREL

last SA 2026-04-09 · 72d stale · yld 3.10%

Thesis unreconfirmed — re-check SA ROOM TO ADD · 4.4% of 8.0% cap · ~$18.3k

AWARE · top movers Real-partial

No priced day-change yet — populates during market hours.

RECON-BLOCKED Placeholder structural

No reconciliation feed wired — this panel lights up when holdings-reconciliation mismatch detection ships.