Total AUM
$1,419,487
Model portfolio market value
Financial intelligence dashboard
Portfolio management, market checks, SEC monitoring, compliance workflows, and advisor agents.
Positions
5
Across listed instruments
Unrealized P&L
$80,307
Current price minus cost basis
Open alerts
2
Compliance workflow queue
Portfolio overview
- Silver Owl Model PortfolioSPY
Compliance queue
- 13F filing deadline inside 48 hourscritical
- Technology concentration above model thresholdmedium
- Quarterly IPS attestation pendinglow
Market monitor
SEC monitor flags 13F deadline and technology concentration drift (Silver Owl Market Wire)
Latest SPY snapshot: $524
RAG context
ips: Investment policy statement caps single-sector overweight at 2 percent over model. 13f: Form 13F is due within 45 days after each calendar quarter for qualifying managers.