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

Thresholds cap 2.50% · buy-under ≥1.00% · snooze d · model pf 9d · basis market

Default cap % of NAV per position. Applies to names still at the old default; a cap you edited by hand is left alone. Buy-under min gap % below the stated buy-under before a cross is worth showing. Tightens on top of the engine's own 1.00% floor — it never loosens it. Snooze days that “snooze” hides an item. Model portfolio staleness days before a sheet counts as stale above. Cockpit-only — briefing and the daily nag keep their own. Analyst allocation basis which price turns a share count into a % of the analyst's portfolio. Applies only where the source states share counts; a source that states its own percentages is unaffected. The drawer names the basis in use. Flag holdings the analyst no longer lists when a source keeps publishing but stops listing something you hold, that reads "they exited, you didn't" — a different question from how old the screenshots are, which stays in the banner above. 1 holding qualifies right now.

saving…

ACT NOW · 3 items requires decision · this session

· ·

BELOW 2.3%

HARBORX

1 evidence item

BELOW 2.8%

CEDARMARK

1 evidence item

EXP TODAY

CMSADIA

1 evidence item

SCAN · 1 item review when convenient

STALE 72d

KESTREL

1 evidence item

AWARE · 0 top movers Real-partial

no movers yet

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

RECON-BLOCKED · 0 items Placeholder structural

no reconciliation feed wired yet

No reconciliation feed wired — this panel lights up when position-book vs broker-snapshot mismatch detection ships.