Portfolio view

Static sample portfolio — totals are normalized annual amounts in USD (demo organization base). One row is EUR-denominated; rollups use its USD-normalized figure only. Live workspaces add extraction, verification, and timing that varies by contract.

Static portfolio demo. Rollups and tables use bundled fixtures for this page only — not your signed-in tenant or live API-backed renewal truth.

Sample experience.This page is a static simulator for positioning and training — not a live tenant. The "At risk (90d)" rollup counts renewals within 90 days of the as-of date above; product views also center notice kill dates and what is verified.

How money is shown: Portfolio totals match the real product model — they sum normalized annual amounts in one organization base currency (here, USD). Original contract currencies are not added together without normalization. The Personio row is denominated in EUR with an illustrative USD figure used only for the rollup.

Portfolio total

$699k

Normalized to USD (demo org base), annual run-rate

At risk (90d)

9

$470k normalized USD — renewals in next 90d from as-of (demo rule)

Demo org base

USD

Rollups use normalized USD only—not raw mixed-currency sums.

Contracts

17

Vendors

17

Contracts

Annual column: normalized to USD for rollups. Original currency shown when it differs. Click a row for details.

VendorCategoryAnnual (USD base)RenewalDemo priority
SalesforceCRM$120k2026-03-01(-34d)
High — demo $120k USD base at risk
SnowflakeData$28k2026-04-22(18d)
High — demo $28k USD base at risk
OktaIdentity$25k2026-04-28(24d)
High — demo $25k USD base at risk
Microsoft 365Productivity$28k2026-05-05(31d)
Medium — demo $28k USD base at risk
Amazon Web ServicesCloud$185k2026-05-18(44d)
Medium — demo $185k USD base at risk
MongoDB AtlasData$16k2026-05-30(56d)
Medium — demo $16k USD base at risk
StripePayments$32k2026-06-10(67d)
Medium — demo $32k USD base at risk
DatadogObservability$24k2026-06-30(87d)
High — demo $24k USD base at risk
LinearDev tools$12k2026-07-01(88d)
Low — demo $12k USD base at risk
AtlassianDev tools$20k2026-07-20(107d)
Medium — demo $20k USD base at risk
HubSpotMarketing$30k2026-08-01(119d)
Low — demo $30k USD base at risk
PersonioHR
$85k€78,000 original
2026-09-01(150d)
Medium — demo $85k USD base at risk
SlackCollaboration$28k2026-09-15(164d)
Low — demo $28k USD base at risk
DocuSignE-sign$14k2026-10-01(180d)
Low — demo $14k USD base at risk
Google WorkspaceProductivity$24k2026-11-01(211d)
Low — demo $24k USD base at risk
FigmaDesign$10k2026-12-01(241d)
Low — demo $10k USD base at risk
ZoomCollaboration$18k2027-01-10(281d)
Low — demo $18k USD base at risk

Demo priority breakdown

Normalized annual (USD) by illustrative demo band — same rollup basis as portfolio total. Live product uses different signals (notice, verification, queue priorities).

  • High — demo4 · $197k
  • Medium — demo6 · $366k
  • Low — demo7 · $136k

Upcoming milestones

Renewals and notice dates from the fixed as-of date — sample data only.

2026-04-11

Stripe · Notice by

2026-04-22

Snowflake · Renewal

2026-04-28

Okta · Renewal

2026-05-01

Datadog · Notice by

2026-05-02

Linear · Notice by

2026-05-05

Microsoft 365 · Renewal

2026-05-18

Amazon Web Services · Renewal

2026-05-21

Atlassian · Notice by

2026-05-30

MongoDB Atlas · Renewal

2026-06-02

HubSpot · Notice by

2026-06-10

Stripe · Renewal

2026-06-30

Datadog · Renewal

What this means

  • One screen replaces scattered spreadsheets and inbox threads.
  • Renewal dates and notice windows roll up so finance isn’t surprised by auto-renew.
  • The High / Medium / Low badges here are demo-only storytelling bands. In product, prioritization uses notice deadlines, renewal timing, verification state, and queue signals — not these three labels.
  • Portfolio totals use one books currency (here USD): mixed original currencies roll up only after normalization, same idea as the live product (with real FX and field population).

Portfolio risk summary

$470k of USD-normalized annual run-rate is currently at risk due to timing.

Some deadlines are within 30–60 days on this fixed as-of date.

LedgerGuard helps finance see renewals and notice windows before they slip past; what you negotiate or cancel still happens in your own process.

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