Portfolio Intelligence Platform thin dashboard · no business logic · calls the API
Market API: live
LLM API: circuit OPEN
PortfolioMarket dataNews & InsightsAdvisorOptimisationSystem
⚠ News insights and the advisor are paused: the LLM API circuit breaker opened at 09:12 (3 timeouts). All figures below are computed by deterministic services and are unaffected.
Portfolio "Student Fund 01" · CHF 100 000 nominal · 6 positions
Analysis as of last completed ingestion: 2026-09-07 06:00 (snapshot) · positions from PortfolioService · prices from MarketDataService
Cumulative return (YTD)
+12.4 %
PerformanceService
Sharpe ratio (1y)
1.08
PerformanceService
Volatility (annualised)
18.2 %
RiskService
Value-at-Risk 95 % / 1 day
−2.7 %
RiskService
Holdings PortfolioService · PerformanceService
| Ticker | Name | Sector | Qty | Price | Weight | 1d |
|---|
| NVDA | NVIDIA | Semiconductors | 120 | 184.10 | 22.1 % | +1.9 % |
| ASML | ASML Holding | Semiconductors | 18 | 742.30 | 13.4 % | +3.2 % |
| NESN | Nestlé | Consumer staples | 210 | 86.40 | 18.1 % | −0.4 % |
| ROG | Roche | Healthcare | 60 | 268.90 | 16.1 % | +0.6 % |
| MSFT | Microsoft | Software | 45 | 412.70 | 18.6 % | +0.8 % |
| CASH | CHF cash | — | — | — | 11.7 % | 0.0 % |
Sector concentration: Semiconductors 35.5 % (RiskService) · exposure by sector →
Portfolio value, 12 months chart of PerformanceService output
Latest validated insights (3) — see News & Insights: ASML guidance ↑NESN recallROG trial data
1Graceful degradation (§4.2): when the LLM or a data API is down, deterministic analysis still works and the UI says so.
2Every figure names the deterministic service that computed it (§2.3) — agents never compute numbers.
3Freshness stamp: "as of last completed ingestion" — the advisor may never claim fresher data.
SKETCH 1/7 · wireframe, not a specification