Beyond the Morning Report, AlphaForgeReco has a set of portfolio-scoped and research tools with the same deterministic-first discipline as everywhere else.
A hub of live modules scoped to one portfolio:
- Portfolio Watch -- a material-change feed (Today / 3 Days / Week / Month) filtered to what actually matters; small day-to-day noise is deliberately excluded.
- Portfolio Review -- a fully deterministic 0-100 health score covering diversification, concentration, overlap and risk, with a prioritized action plan. There is no AI narrative in this module at all -- score and breakdown are pure computation. Any "covered opportunities" it surfaces are explicitly research candidates, never trade instructions.
Write down *why* you hold a position as a set of pillars -- specific, checkable conditions -- and the system tracks supporting and contradicting evidence per pillar over time, flags stale evidence as neutral (never counted for or against you), and keeps an assessment history of what changed and when. Deterministic findings are authoritative here: no trade is executed or implied, it only tells you honestly whether your original case still holds.
Give it an objective -- a daily opportunity scan, a "why did this recommendation change" explainer, a portfolio watch/review, or a one-off quick question -- and it gathers evidence from stored data and returns a structured, cited result. Deterministic tools run first; AI is used only where a mode genuinely needs synthesis, and every result states which was which, plus a cost/model disclaimer. This is research support only, never personalized advice.
A conversational assistant grounded entirely in your own stored data through tool calls -- never free-form generation. Every answer's Audit Trail shows exactly which tool calls produced it, expandable to the raw data returned. Copilot can draft a rebalance or a decision-journal entry, but it is approval-first by design: approving a draft never executes a trade or mutates your portfolio on its own -- it only marks the draft approved. Review all pending and past drafts from Copilot -> Actions.
Across all four tools, the same rule holds as everywhere else in AlphaForgeReco: AI explains and drafts, it never decides or calculates a number on its own.