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Portfolio Guru · Dashboard preview

The web layer should show bot-linked filing activity.

The dashboard is not the main capture product. It is the review surface for linked bot status, plan usage, training context, recent filings, extracted fields, and whether each portfolio item reached a draft, partial, or failed state.

Linked bot dashboard

Plan, usage, and recent filings

Noindex

Plan

Free

Cases

3 / 5

Bot

Linked

Curriculum

2025

CBD

Draft filed

Sepsis case, extracted fields reviewed

DOPS

Partial

Procedure note needs assessor detail

Teaching

Ready

Ultrasound session summary prepared

Source alignment

This preview follows the old Portfolio Guru product spine.

Capture happens through the bot first. The web surface supports linking, review, visibility, evidence health, and future export or portfolio handoff. It does not pretend that the rebuilt Next.js site already stores evidence, imports from Kaizen, or files to risr.

Telegram-first capture

Doctor approval before use

Encrypted raw case source

Kaizen handoff only when verified