Guide · Module 1
My space brings together what you follow and what you hold: My desk, your day-to-day cockpit; your trades and their tax, the model portfolios and your history.
7 min read · Public
01
My space lives under «Panel» in the menu and needs an account with a verified email. It always opens on My desk.
Your cockpit: what you follow and what you hold in Portfolio at a glance, what you would gain if each situation completes, what you would lose if everything breaks and when each milestone lands.
Your real register: positions, trades, closed positions, gains by tax year (FIFO) and CSV export.
The portfolios under the PACT rules, to practise a whole strategy. They compute with average cost, not FIFO.
Your value with Sonsolodatos since the day you arrived: follows, alerts, outcomes, FIFO P&L and IRR.
02
At the top, six cards with one line per currency: we never add euros to dollars. Averages are weighted by what you invested and count only the situations with an amount in Portfolio. The All / In Portfolio filter picks which rows you see.
What you hold in Portfolio and how much it moved today against the spot.
What you would gain if every situation in Portfolio closes at the offer price.
Weighted by what you invested, over the situations with an offer only; «k of n dated» tells you how many enter the IRR.
What you would lose if every one fell to its T-30 floor at once. If one only has the T-1 close, the card flags it.
What you have already gained or lost on closed deals: FIFO sales and, for shares still held, the close price paid.
03
Below, the milestone timeline and one table per block. Press any row, ticker or milestone and the full case page opens on top, without leaving My desk.
What calls for an action shows as a badge on its row: close proposals, offers expiring within 30 days, offer changes, new filings, outcomes, legal advances and graduations. Mark it read once you have reviewed it.
One row per situation: entry spread and IRR against today's, spot and asymmetry, your P&L, your Portfolio, the closing window with the critical path (step k of N) and the next milestone.
The activism dossiers with their 13D filings, out of every average; the cancelled deals, with their reversion to the floor; and the closed ones, with your result and its IRR.
On each row's bell you choose All, Critical only or Silent. Silent also removes its badges.
To your calendar (ICS), with the expiries, closes and dated milestones of the deals with the calendar on, and to CSV, with your whole desk.
04
At the top of every situation's page —reached through the breadcrumbs Home › Special Situations › Type › Company— sits the «My position» card. From it you follow the deal and record what you invest.
Press «Follow» and the situation enters My desk. You can only start following a live deal.
Type the amount or the shares; the price defaults to the last close. «+ Book 1 €/$» puts you in the averages without revealing your wealth. The preview shows the cost, the gain at the offer price, your IRR and what you would lose if it breaks.
A buy you already made at your broker: no order is ever executed here. 1 €/$ is enough for the situation to join your Portfolio's averages.
«Pause alerts» silences them without unfollowing and «Resume» brings them back. «In my calendar» puts its key dates in your calendar.
You stop receiving its alerts. If you had trades, they stay in Trades & tax.
05
If it settles in cash and you hold a position, its My desk row shows a close proposal: a sale at the deal price. If your broker already paid you, confirm it and the position closes; if not, dismiss it. Nothing is recorded without your confirmation.
Finished deals move to «History · Closed deals», with the close reason, your result and its IRR; broken or expired ones to «Cancelled», with their reversion to the floor. If a radar situation graduates into a new case, your lots go with it.
06
Your own numbers —units, cost, realized— are yours and show on every plan. What depends on the plan are the market figures.
You see the identity of everything you follow. On deals announced less than 30 days ago, price, value, unrealized and IRR are hidden («Price hidden: recent deal»); from day 30 they show in full.
The quote and the market figures from day one, on all your positions.
My space needs an account with a verified email.
No. You record every buy and sale yourself; there is no automatic import and nothing is executed from here.
Because we never add euros to dollars: each currency has its own summary. The only euro total is the gains-by-tax-year report.
Your Portfolio is the lots you book on each situation, under FIFO, and you see them on My desk. A model portfolio is a whole strategy under the PACT rules, computed with average cost.
Because it has no offer read yet or no formal close date. The header tells you how many of your deals enter it («n of N dated»).
No artificial intelligence: figures and text computed with fixed rules from official sources. Information, never an investment recommendation or personalised advice. Full legal notice