Portfolio 360 overview

Portfolio 360 is the layer between the desk's research and your real accounts. You link a brokerage or crypto exchange, and everything else — reviews, alerts, risk tools, reports and trading — runs on the positions you actually hold.

The tabs

• Overview — total value, allocation, benchmark comparison, movers and the sync status indicator.
• Holdings — every position grouped by sector and asset class, with cash positions and per-account balances.
• Crypto — your exchange balances alongside your equity book.
• Rebel Intel — the AI watch feed, portfolio-level chat and unusual activity flags on your names.
• Analysis — Risk Lab, correlation heatmaps, stress tests, Tax Center, Club consensus and the goal simulator.
• Trade — the live order desk and options chain, plus practice mode.
• Learn — a personalised library that reacts to what's actually in your portfolio.
• Settings — how aggressive or conservative you want the insights, plus the transparency panel.

Text size and accessibility

Next to the search box on the left you can increase or decrease the page's font size. The setting is remembered and scales the whole portfolio interface, not just one panel.