QSTS Dashboard

TradFi

TradFi portfolio page powered by canonical summary + manual holdings storage + intelligence.

Overview

Portfolio Summary

Coverage Mode
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Holdings Count
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Primary Lens
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Income Bias
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Growth / Platforms

AI / Tech

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Income / Real Assets

REITs

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Industrial / Geopolitical

Defense

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Cash Flow / Cyclicals

Energy

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Discipline

Valuation / Income

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Intelligence

TradFi Intelligence

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Observations:
    Watch items:
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      TradFi Watchlist

      Watchlist

      No watchlist symbols for TradFi.
      CSV Import / Export

      TradFi CSV

      Import is full-replace. Header-based CSV schema: symbol, name, asset_type, sector, sleeve, quantity, average_cost, current_price, currency, notes.
      Manual Holdings Input

      TradFi Holdings Editor

      Paste a JSON array of TradFi holdings. Supported fields: symbol, name, asset_type, sector, sleeve, quantity, average_cost, current_price, currency, notes.