Demo data: issuers, prices and headlines are fictional.
Portfolio
Alerts
Cashflow
coupons and principalEvents
next 14 daysPortfolio
Alerts
Cashflow
coupons and principalEvents
next 30 daysAction Required
Three FCNs on Broadcom, Oracle and Eli Lilly, struck on dates picked so the radar has a case in each Act zone: near a knock-in, below the strike after a knock-in and maturing, and an autocall within days. Prices are real; the strike dates are chosen.
Set to USD 1,000,000 per position. Changing it re-sizes every note, coupon and amount returned.
Decide (red) means capital is at stake: an FCN or BRC near or through its knock-in or barrier. Plan (yellow) means cash is about to move: a likely autocall, a possible issuer call on a BRC, a sharkfin near its knock-out, or a maturity. A coupon at risk on a capital-protected note is shown, but it is not an alert, because there is nothing to do about it.
Fictional headlines for the demo issuers. Each sweep adds three to six new overnight stories, then Claude scores the latest 60.
Load a CSV or JSON file of headlines. Each row is matched to a holding by ticker, then by issuer name, and scored on the next sweep.
headline, ticker or issuer, source, date. JSON: an array of objects with the same fields. Loaded headlines stay until the page reloads.Your news API plugs in here and feeds the same sweep. This page can't call outside services directly, so the feed will connect through a Claude connector once it's ready. Until then, sweeps use the demo feed.
Also opens from the icon next to Alerts on the PACE dashboard.
Weights set how much each signal moves the composite risk score. The alert limits decide how many of the highest scores go red and yellow.
Tap a phrase to switch it off. Claude matches meaning, not just exact words. "Material event" lets Claude flag stories that could move the balance sheet or earnings when no phrase fits.
Reset today's review clears your handled cards, watchlist, log and checklist and brings back this morning's prices and headlines. Reset settings puts weights, triggers, limits and news source back to their defaults.