Live Portfolio Monitor

Not connected
Marking real prices and computing drift/concentration across your portfolios — this can take a few seconds.
Assets under management
Today's P&L
Active alerts
Portfolios at risk
Drift, concentration or F&O exposure breach

Client Portfolios

Click a row to drill into allocation, drift, and holdings — one policy engine across both markets
PortfolioValueTodayDriftConcentrationAlerts

Alerts

Catalyst Tracker

No catalysts tracked yet.
Total tracked
Bullish
Bearish
High impact

Watchlist

Personalized Client Briefings

Drafts generated from live holdings, alerts and catalysts — nothing sends without approval

Manage Clients

Client records for portfolio assignment — clients don’t log in, advisor-managed only

My Firm

Share one client roster + one billing plan across your team.

Clients

Data records only — portfolios are assigned to a client via client_id.
NameRiskHorizonChannelCadencePortfolios

Global Markets

Browse curated watchlists across markets — cached daily closes, not live quotes

Watchlist

SymbolNameLastChangeMkt CapP/ESector