Where should this cash actually go?
Dry powder turned into a staged buy plan — sized against the concentration you're already carrying, not against a blank slate.
Open it when cash has built up and the blank-page problem has set in. Bonus, dividends, a position you closed — the money that sits uninvested because deciding where it goes is the hard part.
Three or four tranches with per-pick reasoning, sized against your existing sector and single-name concentration, saved as trackable candidates you can work over weeks.
Concentration-aware sizing
Erina reads what you already own first. A plan that would push you to 30% in one sector says so, rather than recommending more of what you're long.
Three or four tranches
Cash gets staged rather than dumped — entries spread across levels and time, so a bad first fill doesn't decide the whole allocation.
Reasoning per pick
Each name in the plan carries its own case: why this one, why now, why this size relative to the rest of the book.
Saved as trackable candidates
The plan persists on the plans page. You work it over weeks, marking off tranches as they fill, instead of losing the thinking the moment you close the tab.
What it actually says.
Lifted verbatim from this workspace running on the sample book — so you can judge the register of the reasoning before you sign up, not after.
You're holding $25.0k in cash against a $524.5k book that is already heavily weighted toward mega-cap tech. Adding to the existing winners would be the path of least resistance, but it would also push single-name concentration past where your entry sizing implied you were comfortable.
The plan below stages the cash across three tranches, deliberately weighted away from the names that have already re-rated — with the first tranche sized so that a poor entry costs you a third of the allocation rather than all of it.
Illustrative output on sample data — not a recommendation, and not investment advice. Choosing an option in the app saves it as a tracked recommendation; Erina never places an order.
The decisions next to this one.
What do I do with what I own?
Hold, trim, protect, harvest — every decision on the book you already have, in one place.
Open workspace →Is this name worth owning?
Deep-dive a new ticker or triage the ones you're already tracking.
Open workspace →See it on a real book before you trust it with yours.
Sign up and you land on a fully populated sample portfolio with every workspace already running. Thirty days of the full Solo feature set, no card.
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