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standing is a block in the portfolio snapshot that says where you stand against your own bands and size ranges. It gives percents and labels. It never gives a price, a dollar value, a share count or a total.

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Who gets it

Only a connection you sign in to yourself (OAuth) gets standing. A connection made with an API key never gets it, and neither does the REST API. See Connect Claude to Allocait. Allocait reads standing from its last stored market quote, or from prices the caller passes. It is the one place the agent surface uses Allocait’s own quote. See Prices.

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What it carries

  • as_of. The time of the stored quote the percents came from. An agent gives it and never works out a price from the percents. When as_of is set, the block also carries this note: “These percents are read from Allocait’s last stored market quote, at the time shown. They are not a price and not advice.”
  • positions and classes. Each holding’s size and each class’s size, as a percent of the book, against the band or size range you set. Each row has a status and the room to the nearer edge in percentage points, below 0 when outside. A holding row has its own size range, and a class row has its band. A snapshot that already carries a verdict leaves both lists out, because they would repeat it.
  • monitors. One row per monitor symbol, with the monitor’s id and name, its comparison mode, its state label and the daily-close state. close_state is CONFIRMED when the latest daily close was beyond the level or range, and CLEARED when it was not or none is evaluated yet. consecutive_closes counts closes in a row beyond it. A monitor row has no price, distance from a level or recorded level.
  • not_read. The holdings Allocait could not read, by symbol.
  • key. One paragraph that says what the labels mean.
A monitor’s state can be a near state only when you set a threshold on that monitor. Allocait applies no near distance of its own.

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When sizes are not read

Allocait reads a size only when it can read every holding. If a holding has no stored quote, or the portfolio total is zero or less, positions and classes are null, not an empty list, unless the snapshot carries a verdict, which leaves them out. why_not_read then says which holdings are missing a quote, or that the total is zero or less. An option with no recorded mark counts as unread, because Allocait has no stored quote for it.

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Monitors and labels

A research label has no price state. Its monitor state in standing is null, because Allocait never reads a quote for it.

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Playbooks with blanks

Beside standing, the snapshot lists playbooks_needing_input: the playbooks that have a blank cell today. It uses the same blank count the playbook page shows. A cell for an optional Input never counts as blank. Illustrative example. The figures are hypothetical, not a recommendation. Abridged: the real block also carries key and may carry positions and classes.

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What it never does

  • It returns no price, dollar value, share count, total or price_source.
  • It does not say to buy, sell or hold. Allocait cannot approve, stop or place an order.
  • It is never sent to an API key or the REST API.

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Next steps

Run a scheduled brief

How an agent reads standing with no one present.

Prices

Where prices come from, and what Allocait never supplies.