What are you deciding first?
Enter or connect your holdings to see which market events affect them, review the decision that matters most, and set a monitor.
Review your initial audit before choosing ongoing portfolio scanning at $79/month.
Enter or connect your holdings to see which market events affect them, review the decision that matters most, and set a monitor.
Review your initial audit before choosing ongoing portfolio scanning at $79/month.
The audit matches each holding with recorded economic, geopolitical and legislative developments from the last 21 days. Holdings with no recorded development are listed as such rather than given an invented impact.
For the most affected holding you see the affected holding, the event, its transmission channel, the expected direction and the date the development was recorded, with buy / add, hold and sell / trim framed against that evidence.
A threshold monitor alerts you if the holding trades below a level you set, measured as a percentage drawdown (default 8%) from its latest stored close. Catalyst monitors watch the developments behind the decision.
From a consequential holding you can open company research on that ticker: filings, figures and the case behind the position, saved to your account.
Portfolio Scan re-checks your holdings against new developments on an ongoing basis for $79/month. It is optional and offered only after you have reviewed your initial audit.