Dashboard

Wednesday, June 3, 2026 · 22 active clients · 5 alerts require attention

Total AUM Managed

$48.7M

Across 22 active clients

+3.2%vs last month
78% of $62.5M target

Avg Portfolio Return

+11.4%

Weighted YTD 2026

+1.8%vs benchmark

Rebalancing Alerts

5

3 high-priority · 2 moderate

2 clients overexposed in equities

Goal Achievement Rate

73%

16 of 22 clients on track

-4.1%vs last quarter

Scalping Book P&L

+$4,230

Today · 12 trades closed

+2.3%win rate 67%

Drift Alerts

8

Portfolios outside tolerance

Avg drift:±4.7%

Client Overview

12 clients

RiskStatusGoalAlertsLast ReviewActions
AK

Ananya Krishnaswamy

client-007

$1.1MLowOnboardingOn Track+3.1%0.0%—Jun 3
CM

Carlos Mendoza

client-004

$2.7MModerateUnder ReviewBehind-1.4%+6.2%3Apr 30
DN

David Nkemdirim

client-006

$4.4MHighActiveAt Risk+14.6%+7.8%2May 20
FA

Fatima Al-Rashid

client-005

$8.1MModerateActiveOn Track+9.7%+1.2%—Jun 2
IF

Isabelle Fontaine

client-010

$3.9MHighRestrictedBehind-3.8%+8.9%3Apr 18
JO

James Okonkwo

client-002

$5.8MAggressiveActiveOn Track+18.3%+5.4%2Jun 1
MT

Mei-Ling Tsao

client-003

$1.9MLowActiveAt Risk+4.2%-0.8%1May 15
MA

Mohammed Al-Farsi

client-011

$7.5MModerateActiveOn Track+10.2%+0.9%—Jun 2

Showing 1–8 of 12

Rebalancing Alerts

3 new

James Okonkwo

2h ago

Equity Overexposure

US Equities at 40.4% vs 35% target

Drift: +5.4%

Carlos Mendoza

4h ago

Portfolio Drift

Energy sector concentration at 28%

Drift: +6.2%

Isabelle Fontaine

6h ago

Risk Threshold

Commodities exposure exceeds IPS limit

Drift: +8.9%

David Nkemdirim

1d ago

Bond Underweight

Fixed income 18% vs 25% target

Drift: +7.8%Acknowledged

Mei-Ling Tsao

1d ago

Goal Drift

Retirement goal 14 months behind schedule

Drift: -0.8%Acknowledged