Active views
Work Hard + Heritage
Separate dashboard sections preserved
mca_portfolio
Boris Portfolio Dashboard
Snapshot date
2026-06-08
Refresh target
10:00 AM ET
Daily operations cadence
Data mode
Fixture
Ready to swap to Supabase snapshots
Operating rules
| Item | Value | Status |
|---|---|---|
| Work Hard | Preserve historical report columns | Required |
| Heritage | Exclude In Repayment - Modified from watchlist | Required |
| Exposure | Include commission and net-paid reduction | Required |
Implementation status
| Item | Value | Status |
|---|---|---|
| Static dashboard | Ready | V1 |
| Supabase schema | Migration prepared | V1 |
| Live data imports | Pending source credentials and fixtures | Next |