Advanced Watchlist Management
Intelligent Monitoring System
Multi-Portfolio Tracking
Portfolio Hierarchies: Organize client portfolios, model portfolios, and personal holdingsPerformance Monitoring: Real-time tracking of portfolio performance and attributionRisk Surveillance: Continuous monitoring of portfolio risk metrics and factor exposuresRebalancing Alerts: Automated notifications when portfolios drift from targets
Stock Surveillance
Factor Score Monitoring: Track Parallax score changes for any securityPrice and Volume Alerts: Custom alerts for price movements and trading activityNews and Event Tracking: Automatic monitoring of news and corporate eventsTechnical Indicator Alerts: Systematic alerts based on technical analysis signals
Custom Alert System
Multi-Criteria Alerts: Combine price, volume, factor scores, and news in single alertsSmart Notifications: AI-powered alert prioritization based on significanceDelivery Options: Email, SMS, mobile push notifications, or dashboard alertsAlert History: Complete record of all alerts and their market impact
Systematic Monitoring Strategies
Professional-Grade Surveillance
- Portfolio Monitoring
- Opportunity Tracking
- Risk Surveillance
Performance Tracking:
- Real-time portfolio value and performance measurement
- Factor attribution analysis showing performance drivers
- Benchmark comparison and tracking error analysis
- Risk-adjusted performance metrics (Sharpe ratio, Information ratio)
- Individual position performance and contribution analysis
- Factor score changes for all portfolio holdings
- Corporate action monitoring (dividends, splits, M&A)
- News and event impact assessment for holdings
- Drift monitoring from target allocations
- Factor exposure deviation alerts
- Systematic rebalancing recommendations
- Transaction cost analysis for rebalancing decisions
- Multi-client portfolio monitoring from single dashboard
- Household-level portfolio coordination and overlap analysis
- Tax-loss harvesting opportunity identification
- Cross-account optimization recommendations
Automated Alert System
Intelligent Notification Framework
| Alert Type | Examples |
|---|---|
| Factor Score Alerts | Parallax score changes exceeding thresholds, score upgrade/downgrade notifications |
| Market-Based Alerts | Price movement alerts, volume spike detection, technical indicator breaches |
| Fundamental Change Alerts | Earnings surprises, analyst estimate revisions, management changes |
| Event-Driven Alerts | Corporate action announcements, M&A rumors, regulatory approvals |
Professional Dashboard Interface
Comprehensive Monitoring Views
Executive Dashboard
Portfolio Overview: High-level performance and risk metrics across all portfoliosAlert Summary: Prioritized list of most important alerts requiring attentionMarket Context: Current market conditions and factor performance environmentKey Performance Indicators: Critical metrics tracking investment process effectiveness
Detailed Analytics
Performance Attribution: Detailed breakdown of returns by factor, sector, and securityRisk Analysis: Comprehensive risk metrics with historical context and peer comparisonFactor Monitoring: Current factor exposures vs. targets with drift analysisTrade Impact Analysis: Historical analysis of trade execution and market impact
Alert Management
Alert Prioritization: AI-powered ranking of alerts by importance and urgencyAlert History: Complete record of all alerts with market context and outcomesAlert Effectiveness: Analysis of alert accuracy and false positive ratesCustom Alert Builder: Flexible alert creation with multiple criteria and conditions
Integration with Investment Process
Workflow Enhancement
Research Integration:- Seamless transition from watchlist monitoring to detailed analysis
- Research notes and analyst comments attached to watchlist items
- Historical performance tracking of research recommendations
- Integration with external research platforms and data sources
- Direct execution capabilities from watchlist alerts
- Position sizing recommendations based on portfolio context
- Risk budget allocation suggestions for new positions
- Tax-aware trading recommendations for taxable accounts
- Automated client reporting on portfolio changes and alerts
- Customizable client dashboards with relevant monitoring information
- Alert summaries and market commentary for client communications
- Performance attribution explanations for client portfolio changes
Advanced Monitoring Features
Institutional-Grade Capabilities
- Advanced Analytics
- Automation Tools
- Reporting Suite
Predictive Analytics:
- Machine learning models predicting factor score changes
- Price target probability assessment based on multiple factors
- Event impact prediction using historical pattern analysis
- Portfolio optimization recommendations based on monitoring insights
- Dynamic correlation monitoring between holdings
- Factor correlation analysis and diversification effectiveness
- Market regime impact on correlation patterns
- Cross-asset correlation monitoring for comprehensive risk assessment
- Factor-based attribution analysis for all monitored portfolios
- Security selection vs. factor allocation attribution
- Timing attribution for tactical allocation changes
- Transaction cost attribution and execution quality analysis
Never miss an important investment opportunity or risk. Learn how monitoring integrates with Portfolio Analyzer for comprehensive investment management.