Today's briefing

Holdings / positions
A fresh read from your broker: every position, its cost basis, and the exact numbers today's briefing was sized from.
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Choose your strategists

Pick a strategist, or blend several into a team. Set how much say each one gets. A team acts only where everyone agrees. Nothing locks; change this anytime.

The four strategists · include and weight any of them
Your guardrails · hard caps the risk check enforces
Max in any one stockA written hard cap enforced by the risk check on every call, never by the AI. Tighten it anytime; it can never be loosened past the 30% default.30%
Caps any single name, like NVDA, at 30% of your account. Anything above that spills into your other holdings.
Max in any one themeCaps how much can sit in one theme, like AI and chips. Works like the stock cap: extra weight spills into themes with room. Tighten anytime; never loosens past the default.40%
Caps any one theme, like AI and semis, at 40% of the book. Extra weight moves to themes with room.
You can tighten these anytime; loosening past the defaults isn't possible.
What you'd be running, live
7-yr backtest
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Max drawdown
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Industries it would hold · target mix
Changes apply live; nothing is locked.

Settings

Manage your connected brokerages, switch which portfolio you're viewing, and set your preferences. Read-only: CurrentBase never places a trade or moves your money.

Connected portfolios read-only
Getting started
Preferences
AppearanceThe desk runs in a dark, low-glare theme built for pre-market reading.
Dark
Morning briefing emailA written brief lands before the open, quiet days included.
Push alertsMaterial events only, never a firehose.
Risk caps (IPS)Your written hard caps live with your strategists. Tighten anytime, never loosen.
Privacy & data
Brokerage accessRead-only. CurrentBase can see positions to analyze them; it can never trade or withdraw.
Read-only ✓
Delete my dataRemove your account and every stored position and preference.
Illustrative concept · mock data. These controls are for layout only.
Source
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