Demonstrations · Interactive execution
Keep individual positions within my limits
Change the inputs and inspect the exact result. No brokerage is connected and no order can be sent from this page.
Illustrative portfolio · deterministic calculation
Keep individual positions within my limits
When a holding exceeds the selected maximum, calculate a whole-share trim back to the selected target.
Portfolio
$100,000
Cash before
$12,000
Proposed orders
1
Cash after
$12,000
Example prices are fixed for reproducibility and are not current quotes. Nothing on this page can send or queue an order.
Exact unsigned preview
| Order | Notional |
|---|---|
| SELL 67 NVDA30.0% > 25%, trim to 20% | $10,050 |
Skipped SELL 80 VTI: Symbol is outside this strategy's allowed list.
Continue to restore this setup disabled. Connected holdings and current quotes are compared before a new preview. Live submission always requires separate review and consent.