1. Enter holdings
Start with US equity tickers and share amounts.
Application direction
Each holding is a wager. Each position size says something about conviction, habit, timing, concentration, fear, greed, avoidance, or neglect.
Start with US equity tickers and share amounts.
Clarify goals, time horizon, tolerance, liquidity, income needs, and constraints.
Look for concentration, possible imbalances, and risks hiding in plain sight.
Receive an educational report with possible rebalancing paths over months to a year.
Write down why a path was chosen before outcome bias rewrites the story.
Come back to learn from what happened, not just whether the result felt good.
This is a product direction, not a live advisory tool. Gambile should not ask for real portfolio data until privacy and handling rules are confirmed.