翻译进行中
在中文翻译完成之前,本页面会自动镜像英文原版。内容暂为英文,但导航和界面已完成翻译。
Portfolios
Atlas separates portfolios into three concepts that share most of their plumbing but serve different audiences:
- My portfolio — your own positions, P/L, and analytics (MyPortfolioPanel.jsx).
- Model portfolios — pre-built or custom-built reference portfolios you can compare against (ModelPortfolioPanel.jsx + ModelPortfolioReport.jsx).
- Client portfolios — for advisory users tracking multiple end-clients in one workspace (ClientPortfolioPanel.jsx).
Backend routes: backend/routes/model_portfolio.py, backend/routes/clients.py.
My portfolio
The personal-positions view. Covers:
- Holdings — symbol, qty, cost basis, market value, P/L absolute and %, weight in portfolio.
- Closed positions — historical fills moved out of live P/L, kept for the record.
- Performance — total return rolling windows; optional benchmark.
There is no per-symbol performance-attribution or contribution analysis yet — realized/unrealized P/L is tracked per position, but Atlas doesn't break the portfolio-level return down by contributor.
Adding positions uses AddPositionModal.jsx, the same modal as the Market panel Portfolio view (the two views share state).
Model portfolios
A model portfolio is a named, weighted basket. Use cases:
- Benchmark substitute — track an internal target allocation rather than an external index.
- Strategy template — describe a thesis-driven portfolio (e.g., "high-FCF tech") and replay its hypothetical performance.
- Comparison — overlay your live portfolio against any model in the Performance view.
The Generate report action produces a self-contained PDF using ModelPortfolioReport.jsx, suitable for client distribution.
Client portfolios
Available to advisory plans only. Each client has:
- An isolated portfolio (positions, cost basis, CSV import, realized P/L on closed trades).
- Per-client notes and tags.
- A read-only share link (revocable).
Client portfolios don't yet have performance attribution or benchmark-contribution analytics — only per-position realized P/L.
Permissions are enforced server-side — you only see clients assigned to your account.
Analytics shared across all three
The Analytics panel drives the cross-portfolio metrics:
- Sector and asset-class allocation
- Concentration (top-N share)
- Drawdown
- Volatility (rolling)
- Correlation to benchmark
These metrics compute on whichever portfolio is currently focused.
Tips
- Use Model portfolios as a comparison baseline rather than spinning up a fresh comparison chart each time — it persists across sessions.
- For a client review meeting, the Generate report PDF includes the same charts as the live view; export a few days before so you have time to spot data oddities.
- The MyPortfolio view in this section and the Portfolio tab inside the Market panel read the same store — edits in one show up in the other.