| Sleeve | Deployed | Value | Unrealized P&L | Realized P&L |
|---|---|---|---|---|
| Loading sleeve attribution... | ||||
| Sleeve | Current Weight | Range | Promote If | Demote If |
|---|---|---|---|---|
| Loading scaling policy... | ||||
| Time | Asset | Action | Price | USD | Amount | Reason |
|---|---|---|---|---|---|---|
| Connecting to bot... | ||||||
Connecting...
| Asset | Shares | Price | Value | Gain/Loss |
|---|---|---|---|---|
| Connect E*Trade API to load positions | ||||
| Type | Grant Date | Vest Date | Shares | Est. Value | Status |
|---|---|---|---|---|---|
| Connect E*Trade API to load vesting schedule | |||||
| Asset | Amount | Price | Value | Cost Basis | Unrealized P/L |
|---|---|---|---|---|---|
| Connect Coinbase API to load holdings | |||||
| Asset | Entry | Size | Current | P/L | Thesis |
|---|---|---|---|---|---|
| Active sleeve launching โ mandate upgraded to $100 adaptive runway | |||||
| Balance | โ |
| Miles Balance | โ |
| Miles Value (~1.85ยข) | โ |
| Payment Due | โ |
| Next Statement | โ |
| Checking ...6837 | โ |
| Savings | โ |
| CC Balance ...5965 | โ |
| Monthly Burn (est.) | โ |
| Step | Platform | Action | Est. Time | Status |
|---|---|---|---|---|
| 1 | Coinbase | Generate read-only API key at coinbase.com/settings/api | 5 min | โณ Pending desktop |
| 2 | E*Trade | Apply for developer API at developer.etrade.com | 10 min (1-3 day approval) | โณ Pending desktop |
| 3 | Wells Fargo | Connect via Plaid (free tier) | 5 min | โณ Pending Plaid setup |
| 4 | Capital One | Connect via Plaid (same session as WF) | 2 min | โณ Pending Plaid setup |
| 5 | Fidelity 401k | Confirm if active or old employer โ consider IRA rollover | 15 min | โณ Needs verification |