JUPITER

Institutional Portfolio Intelligence · Real-time Kelly-weighted capital allocation · Live conviction monitoring

Live Demo · March 10, 2026
Portfolio Value
$77,540
Current market value · USD
Goal Progress
7.8%
toward $1M by 2037
Required CAGR
26.7%
annual compound growth rate
Kelly Heat
28.1%
portfolio risk concentration
NORMAL
Holdings Conviction Heatmap (14 Positions)
NVDA
32
/100
ASML
41
/100
AVGO
47
/100
BTC
22
/100
ETH
23
/100
MSTR
33
/100
NOW
75
/100
AXON
57
/100
ZETA
62
/100
NU
48
/100
RKLB
59
/100
MELI
61
/100
VST
50
/100
FTAI
50
/100
Risk Posture
STABLE
Growth pressure: NORMAL · Signal pressure: NORMAL
Concentration Risk (HHI)
0.120
DIVERSIFIED · Top position: BTC at 16.6%
Correlation Clusters
AI Semiconductors
NVDA 13.8% · ASML 12.0% · AVGO 13.4%
39.2% RISK (HIGH)
Crypto & Proxies
BTC 16.6% · ETH 0.6% · MSTR 10.2%
27.4% RISK (MODERATE)
Stress Scenarios (Sector-Aware)
Tech/AI Selloff (-30%) -15.4%
-$11,769 impact
Crypto Crash (-50%) -13.7%
-$10,471 impact
Broad Correction (-20%) -20.0%
-$15,263 impact
Kelly-Weighted Position Recommendations
Rank Symbol Current % Kelly Target % Conviction Action Status
#1 ZETA 7.3% 9.8% 62% ADD HIGH PRIORITY
#2 NOW 14.3% 12.1% 75% TRIM REBALANCE
#3 AXON 3.4% 6.2% 57% ADD MEDIUM PRIORITY
#4 MELI 4.2% 5.1% 61% HOLD MONITOR
#5 RKLB 0.4% 3.8% 59% ADD LOW PRIORITY
Conviction Calibration Framework
Conviction Tier Range Avg Return Hit Rate Decisions
HIGH 80+ — — 0 decisions
MODERATE 60-80 — — 0 decisions
CAUTIOUS 40-60 — — 0 decisions
LOW <40 — — 0 decisions
Calibration data will populate as LCPE-ranked decisions are executed and outcomes recorded. Currently: 0 historical executions.
LCPE Win Rate Validation
Overall Win Rate
0.0%
0 executions recorded
Validates whether high-conviction positions (80+) outperform low-conviction positions. Win rate will populate as LCPE-ranked DCA executions complete and outcomes are recorded quarterly.
Return Attribution by Conviction
HIGH (80+)
— / 0 positions
MODERATE (60-80)
— / 0 positions
CAUTIOUS (40-60)
— / 0 positions
Investment History
Date Symbol Amount Entry Price Current Price Return % Conviction
2026-03-08 FTAI $500 $0 $514.54 0.0% —
2026-03-08 AVGO $500 $0 $339.48 0.0% —
2026-03-08 ZETA $500 $0 $18.84 0.0% —
Portfolio Value
$77,540
$922,460 remaining to goal
Goal Progress
Toward $1M by 2037
7.8%
10.8 years remaining
Required CAGR
26.7%
annual compound growth
Monthly DCA
$500
into LCPE-ranked asset
ON TRACK
CAGR Scenarios (11-Year Projection)
Required (26.7%)
$1,003,586
Target (28%)
$1,118,555
Moderate (20%)
$556,399
Conservative (15%)
$361,072
Capital Requirement Analysis
WITHOUT DCA ($500/mo)
$992,100
99.2% of Goal · Shortfall: $7,900
WITH $500/mo DCA
$1,420,000
✓ ON TRACK · +$420K buffer
Your $500/month DCA closes a $7,900 gap that pure compounding cannot cover. This is your minimum viable commitment for the $1M goal.
JUPITER Institutional Portfolio Intelligence · v1.0.0 · Built with Kelly Criterion, LCPE Ranking, and Live Conviction Monitoring