TradeInsights

Trading & investing dashboard with an agentic copilot

Agentic Demo · agentic
Demo data. Connect a broker to see your real portfolio — set Robinhood credentials in .env.local.
Equity
$28,169
Day P/L
-$55
-0.23%
Total P/L
-$1,128
-4.51%
Buying Power
$8,594

Equity curve

90 days

Drawdown

max -6.93%

Daily trades

last 30 days

AI Copilot

agentic · coming soon
  • • “Review my open orders”
  • • “What’s driving today’s P/L?”
  • • “Rebalance toward my target weights”

Powered by the Anthropic API + Robinhood’s agent MCP.

Positions

5 holdings
SymbolQtyAvg costLastMkt valueUnrealized P/L
NVDA25$118.40$102.31$2,558-$402 (-13.59%)
AAPL18$208.10$250.12$4,502+$756 (+20.19%)
MSFT8$412.70$430.24$3,442+$140 (+4.25%)
TSLA12$244.90$250.58$3,007+$68 (+2.32%)
AMZN24$178.30$187.87$4,509+$230 (+5.37%)

Recent orders

8 orders
DateSymbolSideQtyPriceStatus
6/6/2026NVDASELL9$101.49cancelled
6/4/2026TSLASELL6$254.58filled
6/4/2026MSFTBUY3$429.11filled
6/3/2026AAPLSELL9$248.53filled
5/31/2026AAPLBUY5$254.22filled
5/30/2026AAPLBUY6$244.99pending
5/27/2026AAPLBUY9$242.63filled
5/27/2026NVDASELL8$103.55filled