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Investment Dashboard

Tea AI Private Wealth Advisory

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Investment Dashboard

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Performance Comparison

Normalized % change β€” portfolio vs benchmarks (intraday)

Daily Heatmap

Size = weight, Color = daily change (green=up, red=down)

Top Gainers

Top Losers

Daily P&L Attribution

Smart Alerts

Auto-detected from portfolio data

P&L Attribution by Asset Class

Portfolio Treemap

Size = weight, Color = PnL (green=gain, red=loss)

Asset Allocation

Allocation Drift

Top Gainers

Top Losers

Risk Assessment

Priority Actions

Top Movers This Week

Risk Scorecard

Priority Actions

Broker Breakdown

DCA Health

AI Commentary

LLM-generated weekly analysis

Symbol Name Broker Value PnL % Daily Trend Weight% Status

Technical Signals

KSAM Tactical (Thai Funds)

Selection Tiers

Market Summary

Latest Articles

Sector Impact

Macro Signals

Upcoming Events

Monthly Outlook

Sniper Ranked (US Stocks)

KSAM Tactical (Thai Funds)

Allocation Health

Current portfolio drift vs. target allocation

Tea AI Private Wealth Advisory · Data updated -

Sanitized data only — no account numbers or balances