$8,470.36
Across 7 executed trades.
Values Reflection
What your money has done over the last 30 days, framed by the values you chose.
$16,384.69
37 trades the system declined on your behalf.
44
Every signal evaluated, executed or not.
Where Your Capital Flowed
Dollars deployed into companies matching themes you said you wanted to support.
+ water-infrastructure
$1,204.27
1 trade ·
FLS
What We Declined To Buy
Every trade auto_gate rejected on your behalf. The "what we didn't do" is as much a values statement as the "what we did."
Risk: wash-sale guard
$12,143.18
34 trades
- WSC BUY — wash-sale guard: WSC had SELL on 2026-08-10 (within 31d) 2026-08-14
- WSC BUY — wash-sale guard: WSC had SELL on 2026-08-10 (within 31d) 2026-08-14
- WSC BUY — wash-sale guard: WSC had SELL on 2026-08-10 (within 31d) 2026-08-14
- WSC BUY — wash-sale guard: WSC had SELL on 2026-08-10 (within 31d) 2026-08-14
- WSC BUY — wash-sale guard: WSC had SELL on 2026-08-10 (within 31d) 2026-08-14
Risk: daily cap
$4,241.51
3 trades
- ATKR BUY — daily $ cap ($8000) would be exceeded (today already $6985) 2026-08-13
- NVT BUY — daily $ cap ($8000) would be exceeded (today already $6985) 2026-08-13
- AAON BUY — daily $ cap ($8000) would be exceeded (today already $6985) 2026-08-13
Largest Values-Aligned Trades
FLS
BUY
+ water-infrastructure
$1,204.27
2026-08-13
Tensions In Your Current Portfolio
1 holding in your portfolio right now have some conflict with your values. Showing 1 largest by value.
LIFEPATH IDX 2045 A
$304,681.49
Broad-market fund — owns ~the whole market by design, which means it includes companies on your excluded list.