Group Member Summary
Roster details, contributions, total trading volumes, available buying power, and restricted holdings.
| Member Name | Contribution | Total Traded Value | Current Buying Power | Restricted Assets | Action |
|---|---|---|---|---|---|
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Group Order Dispatcher
Prepare and deploy synchronized market orders for all active group members on Alpaca.
Trade Preview (Calculated Sizing)
Pending Review| Member Name | Notional Target | Est. Shares | Status/Validation Check |
|---|
Synchronized Audits & Order Logs
Connected two-tiered trade history with secure role-based isolation.
| Timestamp | Symbol | Side | Total Notional | Executed By | Audit Status | Details |
|---|
| Timestamp | Symbol | Side | Member Name | Notional | Shares | Status | Parent Trade ID |
|---|
My Open Holdings & Positions
Real-time open fractional stock holdings retrieved from your secure Alpaca Sandbox.
| Asset Ticker | Market Value | Shares Quantity | Avg Entry Price | Current Price | Unrealized P&L ($) | Unrealized P&L (%) |
|---|
Group Member Positions
Real-time open holdings, local database assets, and broker verification checks for all members.
Group Portfolio Performance
Compare the group's trading returns against SPY and QQQ benchmarks.
Cumulative Return Growth Curve
Transaction Details & Benchmark Match
| Purchase Date | Ticker | Purchase Price | Current/Sold | Invested ($) | Current Value ($) | Gains (%) | XIRR (Ann.) | Sold Date | SPY Return | QQQ Return |
|---|
Stock Recommendations
Publish and monitor stock recommendations from tenant and group administrators.
| Date | Ticker | Security Name | Rec. Price | Current Quote | Source | Analysis | Actions |
|---|
| Date | Ticker | Security Name | Close Price | Source | Analysis |
|---|
Scheduled Trading Monitors
Track the progress, staggers, and execution tasks of scheduled recommendations in real-time.
| Created At | Security | Target Date | Stagger Window | Involved Groups | Stagger Interval | Progress Rate | Status | Actions |
|---|
Invite members to a group
Invite a new portfolio member to Kuppa Blue Group. This automatically registers a database record and triggers secure identity onboarding setup.
Group Membership Roster
Registered members, contributions, restrictions, and key configurations.
| Name | Role | Contribution | Restrictions | Key Vault Status | Action |
|---|
Group Settings & Sizing Config
Manage specific dynamic allocation and guardrail parameters for this group. Stored natively in Database.
Create New Group
Tenant Admins can provision isolated groups. This automatically registers a database record and provisions a corresponding Secure Key Vault for API Keys.
Provisioned Groups
List of active virtual trading groups created under this tenant boundary.
| Group ID | Group Name | Allocation Percentage | Duplicate Window | Registered Count | Action |
|---|
Onboard New Tenant Member
Invite new group administrators or portfolio members. Automatically registers a database record and triggers a secure identity onboarding workflow.
Database Explorer
Direct read/write tables access constrained within your tenant boundary.
Secure Alpaca API Credentials
Save your personal Alpaca keys. **High-Security Isolation**: Your secrets are never stored in the database; they are securely committed directly to your group's Secure Key Vault.
Multi-Factor Authentication (MFA)
Add an additional layer of security to your account by registering a TOTP Authenticator application (such as Google Authenticator).