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Event-Driven Portfolio Monitoring

Traditional portfolio monitoring requires constant manual checking. Our event-driven approach flips the model: the system watches your portfolios around the clock and surfaces only what matters. When a position moves significantly, you receive an alert enriched with market context — earnings results, macro events, sector shifts — so you can respond to clients with confidence, not scramble for answers

Event-Driven Portfolio Monitoring screenshot

Key Features

What's included

AI-powered event detection and alerting
Real-time updates, delivered via push or WhatsApp
Customisable alert thresholds and filters
Contextual event explanations, grounded in recent news
30+ news sources, analysed in near-real-time
Daily portfolio digests and summaries

How it works

From market event to actionable insight

Subscribe

Define personal watchlists based on your portfolios or interests, select trigger events

Enrich

Each alert is enriched with relevant market context — news, earnings, sector trends

Deliver

Receive push notifications with everything you need to respond confidently to clients

Stop checking, start knowing

See how AI-powered monitoring keeps you ahead of portfolio events