Total portfolio value
$1,224,000.00
8 tracked strategies in this workspace
Exit planning workspace
MVP frontend scaffoldPlanning workspace
Stay ahead of the next exit decision.
Keep the main chart, dynamic status cards, and holdings scan in one low-scroll command center.
Workspace: Core portfolio
Sources: Manual + imported plans
Status: Live monitoring
Selected range P/L
$1,812,596.12
8 strategies with a next sell target queued
Unrealized gain vs basis
$384,000.00
0 stages already at or through trigger price
Workspace context
1 active plans
Primary source health looks stable across tracked strategies
Portfolio performance
Total portfolio value $1,224,000.00
$1.3M
7 days ago
Today
BTC
$153,000
12.5%
BTC
$153,000
12.5%
BTC
$153,000
12.5%
BTC
$153,000
12.5%
BTC
$153,000
12.5%
Other (3)
$459,000
37.5%
Next step: Review triggered stages first, then confirm the next ladder target for positions nearing execution.
Coverage gap
Extend planning to the rest of the portfolio
A few holdings still look unmanaged. Add a ladder for the next meaningful position while momentum is calm.
Assets
Holdings scan
Sort: Current value
Add holding
| Asset | Source | Network | Quantity | Current Price | Current Value | Cost Basis | Gain/Loss | Next target |
|---|---|---|---|---|---|---|---|---|
| BTCPrimary workspace • Tracked12.5% allocation • Live plan | Primary workspace | Tracked | 2.5 | $61,200 | $153,000 | $105,000 | $48,000 | $68,000Next planned sell level |
| BTCDraft workspace • Tracked12.5% allocation • Draft plan | Draft workspace | Tracked | 2.5 | $61,200 | $153,000 | $105,000 | $48,000 | $82,620Next planned sell level |
| BTCDraft workspace • Tracked12.5% allocation • Draft plan | Draft workspace | Tracked | 2.5 | $61,200 | $153,000 | $105,000 | $48,000 | $82,620Next planned sell level |
| BTCDraft workspace • Tracked12.5% allocation • Draft plan | Draft workspace | Tracked | 2.5 | $61,200 | $153,000 | $105,000 | $48,000 | $82,620Next planned sell level |
| BTCDraft workspace • Tracked12.5% allocation • Draft plan | Draft workspace | Tracked | 2.5 | $61,200 | $153,000 | $105,000 | $48,000 | $82,620Next planned sell level |
| BTCDraft workspace • Tracked12.5% allocation • Draft plan | Draft workspace | Tracked | 2.5 | $61,200 | $153,000 | $105,000 | $48,000 | $82,620Next planned sell level |
| BTCDraft workspace • Tracked12.5% allocation • Draft plan | Draft workspace | Tracked | 2.5 | $61,200 | $153,000 | $105,000 | $48,000 | $82,620Next planned sell level |
| BTCDraft workspace • Tracked12.5% allocation • Draft plan | Draft workspace | Tracked | 2.5 | $61,200 | $153,000 | $105,000 | $48,000 | $82,620Next planned sell level |
Planner queue
Positions closest to execution
draft
BTC exit strategy
2.5 BTC
Spot $61,200.00 • 100% planned
- Projected proceeds
- $241,085.16
- Remaining units
- 0
- Completed stages
- 0
- Principal recovered
- Yes
draft
BTC exit strategy
2.5 BTC
Spot $61,200.00 • 100% planned
- Projected proceeds
- $241,085.16
- Remaining units
- 0
- Completed stages
- 0
- Principal recovered
- Yes
draft
BTC exit strategy
2.5 BTC
Spot $61,200.00 • 100% planned
- Projected proceeds
- $241,085.16
- Remaining units
- 0
- Completed stages
- 0
- Principal recovered
- Yes
draft
BTC exit strategy
2.5 BTC
Spot $61,200.00 • 100% planned
- Projected proceeds
- $241,085.16
- Remaining units
- 0
- Completed stages
- 0
- Principal recovered
- Yes
draft
BTC exit strategy
2.5 BTC
Spot $61,200.00 • 100% planned
- Projected proceeds
- $241,085.16
- Remaining units
- 0
- Completed stages
- 0
- Principal recovered
- Yes
draft
BTC exit strategy
2.5 BTC
Spot $61,200.00 • 100% planned
- Projected proceeds
- $241,085.16
- Remaining units
- 0
- Completed stages
- 0
- Principal recovered
- Yes
draft
BTC exit strategy
2.5 BTC
Spot $61,200.00 • 100% planned
- Projected proceeds
- $241,085.16
- Remaining units
- 0
- Completed stages
- 0
- Principal recovered
- Yes
active
BTC exit strategy
2.5 BTC
Spot $61,200.00 • 75% planned
- Projected proceeds
- $125,000.00
- Remaining units
- 0.625
- Completed stages
- 1
- Principal recovered
- Yes