Nestwisev3.0.2 · Mar 22, 2026
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Personal action board

Nick's Stock Picks

Review candidate adds, trims, and tax-sensitive exits based on your actual portfolio weight, conviction rating, and concentration limits.

Setup: Add assets and planning details for personalized guidance.

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Action engine

This board translates raw ratings into personalized actions. It flags when strong-conviction names are underweight, when positions exceed the 10% concentration limit, and when the AI rating suggests an exit.
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Board summary

Tracked names

5

Top weight

37.2%

Positive names

4

Harvest candidates

1

Dollar amounts are intentionally hidden here. This board is for relative sizing, conviction, and thematic review rather than raw account visibility.

Concentration Limits Exceeded

• VTI exceeds 30% concentration limit (37.2%).

VTI

Vanguard Total Stock Market ETF

Trim candidate · Other

37.2%

Portfolio weight

Next move

sell

AI rating suggests exit.

DiversifierDiversified

Current rating

Sell

Gain / loss

+20.82%

No saved notes yet. Use the analysis page to review the current thesis and decide whether the position still belongs in the portfolio.
Open analysis

ALG

Alamo Group Inc.

Trim candidate · Other

20.5%

Portfolio weight

Next move

sell

AI rating suggests exit.

DiversifierIndustrials

Current rating

Sell

Gain / loss

+8.33%

Strategic position - Dad is on the board
Open analysis

BND

Vanguard Total Bond Market ETF

Trim candidate · Other

15.2%

Portfolio weight

Next move

sell

AI rating suggests exit.

DiversifierBonds

Current rating

Sell

Gain / loss

-9.38%

No saved notes yet. Use the analysis page to review the current thesis and decide whether the position still belongs in the portfolio.
Open analysis

MSFT

Microsoft Corporation

Trim candidate · Ai

14.5%

Portfolio weight

Next move

sell

AI rating suggests exit.

AIGrowthTechnology

Current rating

Sell

Gain / loss

+15.33%

No saved notes yet. Use the analysis page to review the current thesis and decide whether the position still belongs in the portfolio.
Open analysis

AAPL

Apple Inc.

Trim candidate · Other

12.5%

Portfolio weight

Next move

sell

AI rating suggests exit.

DiversifierTechnology

Current rating

Sell

Gain / loss

+5.00%

No saved notes yet. Use the analysis page to review the current thesis and decide whether the position still belongs in the portfolio.
Open analysis