Total value
Portfolio dashboard
Investing workspace
Checking status
Checking sign in
Data readiness
Live provider stack
Asset allocation
Broad asset class
Unavailable
Saved companies
Portfolio watchlist
Workspace loading
Financial data hidden
Unavailable
Unavailable
Quote unavailable
Position
No holding yet
Latest news
Research stream
Portfolio
Holdings and exposure
Linked accounts
Connect investment accounts
Checking
Private after sign-in
Read-only
Plaid connects read-only investment holdings.
Security & privacy
Data ownership
Future Plaid access
Sign in to manage future Plaid access.
Pausing stops new Link, update, and sync operations. Existing connections, provider tokens, and imported data remain until you use Disconnect or Clear Orbit financial data.
Export Orbit data
Orbit prepares a bounded, resumable set of JSON chunks. A large record may span multiple chunks; keep every chunk until the export is complete.
Sign in to prepare an export.
Clear Orbit financial data
This remotely disconnects Plaid first, then clears current Orbit financial records, alerts, consent, cleanup evidence, and ordinary audit events in resumable batches. Orbit retains only narrow pseudonymous deletion and security evidence—with no provider credential or financial payload—to enforce the permanent write lock. It does not delete your Clerk sign-in identity.
Sign in to clear private financial data.
Accounts
Selected account summary
Targets
Rebalance planner
Manual workflow
Add or update a holding
Use this to model holdings before read-only account linking.
Next best actions
Portfolio command center
Positions
Live holdings
Concentration
Largest position
Classification overrides
Underlying asset map
Projection
Future portfolio path
Research
Company thesis notebook
No ticker selected
Select a company
Saved notes
Research coverage
News
Live company headlines
Alerts
Watch conditions
New alert
No ticker selected
Active list
Live alert state
In-app delivery
Notification center
Orbit delivers these receipts in this signed-in workspace only. Email and push notifications are not sent.