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Portal
Conviction Access
Non-discretionary position briefing
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Daily position briefing
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Attention
Position map
Area = portfolio weight · Fill = unrealised P&L · Ring = risk flag
Unrealised P&L
Loss
Flat
Gain
Risk flag
Near stop
— tight buffer
Over cap
— above model wt
Weight
Larger circle = larger book weight
Allocation vs mandate
Actual · target tick · tolerance band
Actual weight
Target
Tolerance band
NAV
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