Decision Desk
Compare competing allocation plans for ~$120,000 of new cash. The desk computes each plan's exposures and checks them against your caps deterministically, you tune what matters with the sliders, and it synthesizes a constraint-clean hybrid. Research — not advice.
Your account (E*TRADE holdings · live prices)
Total account value
$486,000
9 holdings · new cash is 19.8% of the post-deploy book
Existing theme concentration (% of account)
big tech 56.7%ai software 40.0%ai datacenter 23.6%payments 9.6%retail 7.6%banks 7.3%
The desk reads concentration two ways: a plan can be fine as a share of new cash yet pile onto a theme you already own. The “Largest theme” column below shows both.
Allocation summary
Every candidate plan side by side — capital deployed, reserve held back, and its largest single / sector / theme concentration.The theme column shows two numbers: the plan's share of the new cash, then its share of your whole account once added. 'Executable' means the plan clears every hard limit — stays within cash and uses no margin.
| Plan | Invested | Reserve | # pos | Largest single | Largest sector | Largest theme% new cash / % account | Executable |
|---|---|---|---|---|---|---|---|
| Plan A · momentum (other AI) | $114,000 | $6,000 | 5 | PLTR 25.0% | Technology 60.0% | ai-datacenter 41.7% / 27.4% | Yes |
| Plan B · balanced draft | $106,000 | $14,000 | 5 | ANET 21.7% | Technology 53.3% | ai-datacenter 41.7% / 27.8% | Yes |
| Plan C · conservative | $96,000 | $24,000 | 5 | VST 20.0% | Technology 35.0% | ai-datacenter 50.0% / 30.0% | Yes |
Plan composition
The positions inside the selected plan — switch plans with the tabs above. '% cash' is each position's share of the new cash being deployed; n/p = sizing not provided.
| Ticker | $ target | % cash | Sector | Theme | Risk | Conv. |
|---|---|---|---|---|---|---|
PLTR Palantir | $30,000 | 25.0% | Technology | Ai Software | speculative | B+ |
ANET Arista Networks | $28,000 | 23.3% | Technology | Ai Datacenter | quality | A- |
SMR NuScale Power | $22,000 | 18.3% | Utilities | Power Nuclear | speculative | B |
MP MP Materials | $20,000 | 16.7% | Materials | Rare Earth | speculative | B |
FSLR First Solar | $14,000 | 11.7% | Technology | Solar | cyclical | B- |
⚠ PLTR is 25.0% of new cash — above the 20.0% single-name cap.
⚠ ANET is 23.3% of new cash — above the 20.0% single-name cap.
⚠ PLTR (speculative) is 25.0% — above the 15.0% speculative guardrail.
⚠ SMR (speculative) is 18.3% — above the 15.0% speculative guardrail.
⚠ MP (speculative) is 16.7% — above the 15.0% speculative guardrail.
⚠ Theme "ai-datacenter" is 41.7% of new cash — above the 35.0% theme cap.
⚠ Sector "Technology" is 60.0% of new cash — above the 40.0% sector cap.
✓ Within confirmed cash ($114,000 ≤ $120,000).
✓ No margin used.
Scoring weights — drag to re-rank
Your judgment, made explicit. Drag any criterion's weight; the ranking re-sorts instantly.
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Weighted score & ranking
How the plans rank under your current weights — highest wins.
1. Plan C · conservative · leader7.60
2. Plan B · balanced draft6.90
3. Plan A · momentum (other AI)5.20
score = Σ(criterion × weight) ÷ Σ(weights). Weights need not total 100; a zero-weight criterion drops out.
Engine-synthesized hybrid — reserve 25.5%
Not an average — the engine builds this from the strongest plans, sizes each position to respect every cap, and parks the remainder as reserve so the total reconciles exactly to your cash.
| Ticker | $ target | % cash | Reason |
|---|---|---|---|
PLTR Palantir | $18,000.00 | 15.0% | Consensus of A/B; trimmed to 15% cap |
ANET Arista Networks | $15,801.98 | 13.2% | Consensus of A/B/C; theme "ai-datacenter" scaled to 35% |
SMR NuScale Power | $11,227.72 | 9.4% | Consensus of A/C; theme "ai-datacenter" scaled to 35% |
MP MP Materials | $14,456.69 | 12.0% | Consensus of A/B/C |
FSLR First Solar | $14,992.13 | 12.5% | Consensus of A/B/C |
VST Vistra | $14,970.30 | 12.5% | Consensus of B/C; theme "ai-datacenter" scaled to 35% |
| Deploy | $89,448.82 | 74.5% | Constraint-clean: within 20% single / 35% theme caps |
| Reserve | $30,551.18 | 25.5% | Model-suggested reserve (editable next) |
| Total | $120,000.00 | 100.0% | Reconciles exactly to confirmed cash. |
Plans are the v0 fixture for now (pasted-plan ingestion is the next phase). Conviction/diagnosis are judgment; all dollars, percentages, and constraint flags are computed deterministically. Research/analysis — not advice.