Update Portfolio Snapshot

Import your current portfolio snapshot so agent-trading.app can give current evidence-backed advisory guidance. This is manual/advisory only. No broker calls. No live order placement. No BankID automation.

Use included managed accounts only: Avanza ISK and Nordnet ISK. Do not mix taxable holdings, real estate, private assets, or future API trading accounts into AT22 managed allocation unless they are explicitly onboarded.

no_trade_placed=true

Managed Scope Guidance

Snapshot is the source of truth for portfolio-specific advice. Imported holdings should belong to included managed scope only: Avanza ISK and Nordnet ISK.

Include broker, account_label, account_type, account_scope, source_account or source, product type, cash, and position values for each included managed holding. Missing account metadata makes scope fit partial or unknown.

Included examples: Avanza ISK and Nordnet ISK. Excluded assets must not be mixed into the AT22 managed snapshot: AF, aktie_fondkonto, taxable holdings, external accounts, real estate, private assets, and future API trading accounts until onboarded.

High cash may be reset capital and does not force deployment. This page performs no broker action and places no trade.

advisory_only=true no_trade_placed=true

Latest Snapshot Status

stale_snapshot Snapshot is stale. Update portfolio snapshot before acting.

Snapshot id: 16 · As of: 2026-05-28T20:30:00+02:00 · Imported: 2026-05-28T07:57:51.208244+00:00 · Last import: 2026-05-28T07:57:51.208244+00:00 · Freshness: 101.49h · Usable: false · no_trade_placed=true

Why: Snapshot is stale; update it before trusting portfolio-specific advice.

Next action: Snapshot is stale; update before trusting portfolio-specific advice.

Fix first

Snapshot is stale; update before trusting portfolio-specific advice.

811334Total value SEK

554861Available cash SEK

68.4%Cash %

256439Invested market value

3Positions

0Unknown positions

0.0%Certificate %

noneMax product leverage

Age hours: 101.49 · Source: manual_broker_screenshots

Update snapshot before trusting portfolio-specific advice.

Snapshot quality: freshness stale · validity valid · scope fit confirmed · account metadata present · cash reconciliation ok · no_trade_placed=true

refresh_snapshot: Refresh the snapshot before trusting portfolio-specific advice.

Latest valid snapshot vs latest import attempt

Latest valid snapshot id: 16 · Latest import attempt id: 16

Latest Snapshot/Import Status

active_latest_valid Latest import attempt is also the latest valid active snapshot.

16Latest valid snapshot id

16Latest import attempt id

trueAttempt is latest valid

validValidation status

staleFreshness status

presentAccount metadata

confirmedSnapshot scope fit

refresh_asofOperator next action

Latest valid asof: 2026-05-28T20:30:00+02:00 · Latest valid source: manual_broker_screenshots · Latest attempt asof: 2026-05-28T20:30:00+02:00 · Latest attempt source: manual_broker_screenshots · no_trade_placed=true

Import diagnostic fix-first actions

refresh_snapshot: Refresh the snapshot before trusting portfolio-specific advice.

Raw snapshot payloads and full positions are excluded from this diagnostic view.

no_trade_placed=true

Import Workflow

Step 1 — Paste Snapshot JSON

Choose a JSON file or paste raw JSON. Preview first, then import after the parsed values look right.

Open Today Open Daily Operator Brief JSON

After updating the snapshot, return to Today or inspect the Daily Operator Brief.

Step 2 — Preview Parsed Snapshot

Paste JSON and click Preview Snapshot.

How to create snapshot JSON

Take broker screenshots, paste them into ChatGPT Operator, ask it to extract AT22 portfolio snapshot JSON, then paste it here.

Please extract an AT22 portfolio snapshot JSON from these broker screenshots.
Use:
{
  "asof": "...",
  "source": "manual_broker_screenshots",
  "broker": "avanza|nordnet",
  "account_label": "Avanza ISK|Nordnet ISK",
  "account_type": "ISK",
  "account_scope": "managed",
  "currency": "SEK",
  "total_value_sek": ...,
  "available_cash_sek": ...,
  "positions": [
    {
      "ticker": "...",
      "instrument_name": "...",
      "broker": "...",
      "account": "...",
      "account_label": "Avanza ISK or Nordnet ISK",
      "account_type": "ISK",
      "account_scope": "managed",
      "source_account": "...",
      "product_type": "stock|fund|etf|certificate|cash|unknown",
      "direction": "LONG|SHORT|UNKNOWN",
      "quantity": ...,
      "market_value_sek": ...,
      "leverage": 1,
      "notes": "..."
    }
  ]
}
Be conservative. Do not invent values. Detect BULL/BEAR certificates and leverage like X2/X4/X5/X10/X20.

Example Snapshot

{
  "asof": "2026-05-11T09:30:00+02:00",
  "source": "manual_broker_screenshots",
  "currency": "SEK",
  "total_value_sek": 830352.24,
  "available_cash_sek": 354899.74,
  "positions": [
    {
      "ticker": "AMZN",
      "instrument_name": "Amazon.com",
      "broker": "nordnet",
      "product_type": "stock",
      "market_value_sek": 80400,
      "leverage": 1
    }
  ]
}

Use available_cash_sek for cash. Do not include cash as a position unless explicitly instructed.

Snapshot History

Asof	Imported	Total	Cash	Positions	Source	Status
2026-05-28T20:30:00+02:00	2026-05-28T07:57:51.208244+00:00	811334	554861	3	manual_broker_screenshots	valid
2026-05-16T17:52:00+02:00	2026-05-16T07:26:01.050995+00:00	817645	554861	3	chatgpt_screenshot_extract	valid
2026-05-13T15:00:00+02:00	2026-05-13T14:04:59.028525+00:00	827402	501927	5	chatgpt_screenshot_extract	valid
2026-05-11T09:30:00+02:00	2026-05-11T18:42:57.808220+00:00	830352	354900	6	manual_broker_screenshots	valid
2026-05-11T09:30:00+02:00	2026-05-11T16:15:06.003045+00:00	830352	354900	6	manual_broker_screenshots	valid