Portfolios

A portfolio is where your agents run and where your holdings live. Every agent execution is tied to a portfolio, and you can track performance, positions and the agents working on it from a single page.

There are two types of portfolio:

• Demo — a paper-trading wallet with virtual capital. Perfect to test ideas risk-free.
• Real — an account linked to a connected broker (see Connections), synchronized automatically.

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Creating a portfolio

From the Portfolios section, click Add portfolio and choose the type.

Demo portfolio

• Name your portfolio.
• Set the cash your agents can spend (defaults to $10,000).
• Optionally seed holdings — add positions with a quantity and average price.
• Or import an existing portfolio: upload a screenshot or a CSV / XLSX / PDF export from any broker, or copy a connected account. Obside detects the holdings for you to review.

Real portfolio

• Pick your broker from the list of supported platforms.
• Authorize the connection through the broker's secure portal.

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The portfolio page

The Portfolios section opens on an aggregated view — the total value of all your portfolios, with a per-portfolio breakdown. Each portfolio then has its own detail page, organized in tabs:

Overview

• Portfolio value — an equity curve over time, with Value / PnL views and a Compare to a benchmark option to overlay an index or asset.
• Weekly brief — your portfolio's week, decoded in a one-minute read (see below).
• Allocation — a breakdown of your holdings, by asset or by class (crypto, stocks, ETFs, FX, indices, futures, commodities, cash).
• Holdings — every position with its quantity, value, weight and P&L, plus a cash row. On demo portfolios you can add capital or adjust positions directly.
• Active agents — the agents currently running on the portfolio, each with its exposure and P&L. You can add an agent or stop one from here.
• Recent news — recently published articles that touch your positions, exposed sectors or countries.
• Portfolio calendar — upcoming events affecting your holdings (earnings, dividends…).
• Expected income — upcoming dividends and coupons over the next 12 months.

Exposure

A full breakdown of what your portfolio is really exposed to: sectors, geographies and asset classes — beyond the ticker list.

Orders

The orders and trades executed on the portfolio, filterable by agent.

Activity

A chronological log of what happened on the portfolio: trades, orders, agent activations, capital flows, notifications.

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Weekly brief

Obside generates a weekly brief of each portfolio — how it moved and which holdings drove it, the news that actually mattered, and what's coming next week. It's delivered after the market week closes, with an optional email heads-up (see Notification channels).

• On paid plans, the weekly brief is included — it doesn't consume credits.
• On the Free plan, generating it draws from your credit balance.

You can also ask the chat for a custom recurring brief (different focus, frequency or notes) — it becomes an agent you fully control.

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Sharing a portfolio

You can create a public link to a portfolio: anyone with the link can view it, no account needed. You choose what it shows — your real amounts, or percentages only (performance and allocation, no balance) — and whether the agents running on it are visible. You can also list it on your public profile, and revoke the link at any time.

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Plans & limits

• Portfolio monitoring (AI insights on your positions) is available on the Plus plan and above. See Pricing.
• Demo portfolios are unlimited.
• Real portfolios depend on your broker connections: 1 on Free, unlimited on paid plans.