Operations
Review
Check holdings coverage first, then review any concentration alerts on the current snapshot.
Open Sections: 3Due 7D: 0Latest Import: No runs
Category
Review
16
Recent uncategorized rows (45D).
Budget
Info
0
No current month budget.
Recurring
Info
5
Next 14 days of recurring activity.
Holdings
Review
2
Positions above 25% of holdings.
Imports
Info
No runs
No import runs recorded.
Coverage + Concentration
Check snapshot completeness before trusting position-level concentration alerts.
Latest holdings snapshot: 2026-04-14. Coverage is current enough for review.
Concentration Alerts
| Symbol | Account | Value | Weight |
|---|---|---|---|
| d6ePmbPxgWCWmMVv66q9iPV94n91vMtov5Are | Chase Plaid 401k | $12,345.67 | 48.52% |
| SBSI | Chase Plaid 401k | $7,397.49 | 29.07% |