Plan: Newbie

Dashboard demo user

Investment-grade overview • risk, performance, and agent readiness.

Net worth

$1,585,430

All accounts + positions

Cash & stables

$350,000

Available buying power

P&L (24h)

+$3,514 ( +0.29% )

Estimated mark-to-market

Aptivio Score

742

Status: GREEN • Skill: Intermediate

Performance (MVP)

YTD • demo

Exposure: Spot (paper)

Risk mode: Guardrails ON

Autopilot: OFF

Agent Readiness

Next action

Enable Autopilot after API keys + RBAC

BNPL exposure$12,400

Target: keep < 35% of monthly income.

Aptivio Nexus

Connect data sources to unlock bankable scoring + personalized plan.

Watchlist

BTC-USD

66,832

+0.61%

ETH-USD

3,512

-0.12%

SOL-USD

148.2

+1.04%

Skill Assessment

Level: Intermediate

You’ll see smarter guardrails + larger limits as skills improve.

✅ Candlesticks + timeframe selector

⏳ Position sizing module

⏳ Limit vs Market mastery

Insights