AgentHC Active Portfolio Management
The agent's actively-managed cross-market model book: current allocation against its targets, drift from plan, and the modeled unrealized result on every position. Nothing hidden: the full book is shown.
Subscriber access
The live model book, holdings, allocation and drift are part of AgentHC Pro. The figures below are a sample placeholder.
01 / BOOK SUMMARY
8 positions
Core book
$100,000
Total value
+$0
Unrealized P&L
+$0
Realized P&L
$12,000
Cash
Book KPIs · hypothetical / modeled
Modeled return+0.00%net, realized + unrealized
Invested$88,0008 positions
Avg drift0.0 ppfrom target weight
Cash weight12.0%dry powder
02 / ALLOCATION & DRIFT
$88,000 invested
Allocation & drift
Where the book sits today by market value (grouped by asset class), and how far each position has drifted from its target weight.
Allocation by asset class
- Equities$72K
- Cash$12K
Drift grid (by position)
Each tile is one holding, tinted green where it sits overweight and red where underweight; deeper color means a larger gap from target.
03 / HOLDINGS
Hypothetical
Holdings
| Ticker | Class | Weight | Target | Drift | Market value | Unrealized P&L |
|---|---|---|---|---|---|---|
| ABC | Equity | 9.0% | 9.0% | +0.0pp | $9,000 | +$0 +0.0% |
| ABC | Equity | 9.0% | 9.0% | +0.0pp | $9,000 | +$0 +0.0% |
| ABC | Equity | 9.0% | 9.0% | +0.0pp | $9,000 | +$0 +0.0% |
| ABC | Equity | 9.0% | 9.0% | +0.0pp | $9,000 | +$0 +0.0% |
| ABC | Equity | 9.0% | 9.0% | +0.0pp | $9,000 | +$0 +0.0% |
| ABC | Equity | 9.0% | 9.0% | +0.0pp | $9,000 | +$0 +0.0% |
| ABC | Equity | 9.0% | 9.0% | +0.0pp | $9,000 | +$0 +0.0% |
| ABC | Equity | 9.0% | 9.0% | +0.0pp | $9,000 | +$0 +0.0% |