Portfolio demo user
Holdings, allocation, risk panels, and Aptivio readiness.
Balances
| Asset | Amount | Value (USD) | 24h |
|---|---|---|---|
| USD | 350000 | $350,000 | +0.00% |
| BTC | 15 | $1,002,480 | +0.61% |
| ETH | 120 | $421,440 | -0.12% |
| Total | $1,773,920 | ||
Allocation (MVP)
USD20%
BTC57%
ETH24%
Aptivio Panel
Score: 742
Status: GREEN
Personalised Financial Plan (MVP)
Next: build a spending guardrail + debt-to-income target based on Nexus.
BNPL / Credit
Exposure: $12,400
Next payment: $620 • due in 9 days
Rule: block “silly” orders if they increase risk beyond policy.
Quick Actions