Dashboard | Project Midas

Start Your AI Copilot Journey

Choose how to initialize your portfolio. AI will generate daily rebalancing suggestions that you can accept or reject per action.

Recommended

Start with AI Portfolio

Clone AI's current holdings. Start comparing immediately.

Start Fresh

Start with custom virtual cash. The first AI decision becomes your starting point.

Import Holdings

Paste your holdings in CSV format with optional cash balance.

Initial Capital (USD)

Range: $500 – $1,000,000

How many stocks do you want to hold?

Sets the default buy size the AI uses and the max number of positions you can hold. Changeable later in settings.

Focused

Balanced

Diversified

Custom

3–50

Positions Range 3–50

Format: symbol,quantity (one per line)

Cost basis uses current market price — tracking starts fresh from today.

Cash Balance (USD)

Initial capital = total holding cost + cash. Leave 0 for fully invested.

AI Output Language

The language the AI writes its decision summaries and reasons in. The interface stays in English. Changeable later.

My Portfolio

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AI State

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Next Run

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AI Decision · Awaiting Your Review

Latest Decision Outcome

AI vs You

Behavior Analytics

Performance

Current Holdings

Risk Metrics

AI Decision Report

Current Thesis

Rebalancing Suggestions

Holdings Review

Risk Assessment

If No Action Taken

Confidence & Signals

Manage My Portfolio

Control your portfolio lifecycle and AI decision cadence.

Portfolio Name

Initial Capital

Locks after holdings or transactions exist.

Target Positions

3-50

Scheduled AI Decisions

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Frequency

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Deleting archives this portfolio and stops future AI decisions. Enter the current portfolio name to confirm.

Confirm Name