PRIVATE
UK Market
⏳ Fetching live prices on load... Prices auto-refresh every 3 mins during market hours
Total Portfolio
£0
incl. cash
Unrealised P&L
£0
0.00%
Invested
£0
0 positions
Cash Buffer
£0
0% of portfolio
Halal Compliance
0%
Checking...
⚡ Action Centre 0 alerts
Portfolio Health
Halal Compliance
0%
Diversification
0%
Cash Adequacy
0%
Concentration Risk
0%
Profit Positions
0%
🚀 Top Performers
NameTickerValueP&L
⚠️ Needs Attention
NameTickerValueP&LIssue
All Positions
NameTickerSectorValue Cost BasisP&L %P&L £ HalalActionRisk
Portfolio Notes
🎯 Buy Targets
🔭 On Radar
📝 Watchlist Notes
Portfolio Allocation Click a slice to drill in
100%
Total
Select a Bucket
👈 Click a slice to see holdings
Target vs Actual Allocation
BucketHealthTarget %Actual %Actual £P&LVarianceStatus
☀️ Portfolio Briefing
Live AI analysis of your portfolio based on current T212 data and market conditions
📓 Brief History / Notes
📋 Investment Constitution
⚜ Sovereign Rules
🏗 Portfolio Structure
📝 Additional Notes
🔐 Security
Current Password
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💰 Portfolio Settings
🔌 Your Cloudflare Proxy URL
Your Cloudflare Worker URL for live T212 prices and briefings.
Currency
Target Cash % of Portfolio
Cash buffer is fetched live from T212. This sets your target % for health scoring.
🔄 Data Management
🔌 Cloudflare Proxy Setup — Free Live Prices5 mins • Free forever
Why you need this
Yahoo Finance blocks direct browser requests. Public CORS proxies are unreliable. A personal Cloudflare Worker gives you your own private, fast, always-on proxy — completely free (100,000 requests/day).
Step 1 — Create Cloudflare account
Go to cloudflare.com → Sign up free with any email. No credit card needed.
Step 2 — Create a Worker
Dashboard → Workers & PagesCreateCreate Worker → Name it sovereign-proxy → Click Deploy
Step 3 — Paste the Worker script
Click Edit code → Delete everything → Paste the contents of cloudflare-worker.js (from the agent ZIP) → Click Deploy
Step 4 — Copy your Worker URL
Your URL will look like: https://sovereign-proxy.YOUR-NAME.workers.dev
Copy it → paste into the Proxy URL field above → Save Settings → Done ✅
After setup
Click 🔄 Refresh Prices — you should see ✓ Live prices in the status bar. Prices now update reliably every 3 minutes during market hours.