Rules that watch your KPIs and email you when a threshold is crossed, with an AI advisor explaining why and how to close the gap.
Fires when any one ticker is more than 50% of your mock-portfolio cost basis.
Fires when an idea has sat in 'researching' status with no fresh AI summary in over a week.
Fires when a watchlist/researching ticker is at or below your watch_target_price (or within 5% above it).
NBIS makes up 79.6% of your $12,569 total cost basis — nearly four times the weight of your only other holding, CSU.TO. With just two positions in the portfolio, a single adverse move in NBIS has almost no cushion from diversification, and your 6.2% unrealized gain could evaporate quickly if the original mention thesis loses momentum or the stock reverses.
Today, review how many NBIS lots you hold and confirm whether your original confidence level (1–5) still reflects current conviction — if it has drifted below the level that justified a $10,000 position, document a plan to trim toward a size consistent with that confidence tier (e.g., confidence 5 = $2,000 max per your thesis). In parallel, open your idea pipeline and identify 1–2 tickers you've been tracking so you can redeploy trimmed capital into new positions that would bring NBIS concentration below 50% of total cost basis.
NVDA has been sitting in 'researching' for 12 days without a fresh AI research run, meaning any thesis you're building on it is based on context that's nearly two weeks old — a long time for a stock this sensitive to earnings revisions, export controls, and analyst sentiment shifts. If you're weighing a confidence-level entry, stale research increases the risk that your sizing decision (anywhere from $500 at confidence 1 up to $2,000 at confidence 5) is anchored to outdated information.
Run a fresh AI research pass on NVDA today and update the 'last_research_at' timestamp in your tracker. After reviewing the output, either assign a confidence level and log an intended position size, or move NVDA out of 'researching' and into a 'watchlist' or 'archived' state so the rule stops firing on a stale idea you're not actively pursuing.
CSU.TO has been sitting in 'researching' for 12 days without a fresh AI research run, meaning any thesis you're building on it is now stale by nearly two weeks. For a high-priced TSX stock like Constellation Software — where a single share runs well above $3,000 CAD — your entry sizing decision is especially sensitive to current data, since even one share represents a significant commitment relative to your $500 base unit.
Run a fresh AI research pass on CSU.TO today and update the 'last_research_at' timestamp in your tracker. Once you have current output, either advance CSU.TO out of 'researching' with a recorded confidence level (1–5) and a calculated position size, or archive the idea if the thesis no longer holds — don't let it keep aging in limbo.
NBIS has been sitting in your 'researching' stage for 12 days without a fresh AI research run, which means any thesis you're building on it is drawing from data that's nearly two weeks old. For a company like Nebius Group — an AI infrastructure spinoff operating in a fast-moving space — 12 days is long enough for material developments in GPU capacity, partnerships, or competitive positioning to have emerged and gone unnoticed.
Run a fresh AI research pass on NBIS today and update your notes with any new developments since May 8. After reviewing, make a concrete call: assign it a confidence level (1–5) so your sizing is defined, or move it to 'archived' if the thesis no longer holds — don't let it keep aging in 'researching' without a decision attached.