Watchlists & Monitoring
Advanced portfolio and stock monitoring system with automated alerts, performance tracking, and systematic surveillance for professional investors.
Systematically monitor investments, track opportunities, and manage multiple portfolios with Parallax's comprehensive watchlist and monitoring platform. Never miss important changes in your holdings or potential investments with automated alerts and intelligent surveillance.
Advanced Watchlist Management
Intelligent Monitoring System
Portfolio Hierarchies: Organize client portfolios, model portfolios, and personal holdings Performance Monitoring: Real-time tracking of portfolio performance and attribution Risk Surveillance: Continuous monitoring of portfolio risk metrics and factor exposures Rebalancing Alerts: Automated notifications when portfolios drift from targets
Factor Score Monitoring: Track Parallax score changes for any security Price and Volume Alerts: Custom alerts for price movements and trading activity News and Event Tracking: Automatic monitoring of news and corporate events Technical Indicator Alerts: Systematic alerts based on technical analysis signals
Multi-Criteria Alerts: Combine price, volume, factor scores, and news in single alerts Smart Notifications: AI-powered alert prioritization based on significance Delivery Options: Email, SMS, mobile push notifications, or dashboard alerts Alert History: Complete record of all alerts and their market impact
Systematic Monitoring Strategies
Professional-Grade 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)
Holdings Surveillance:
- 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
Rebalancing Management:
- Drift monitoring from target allocations
- Factor exposure deviation alerts
- Systematic rebalancing recommendations
- Transaction cost analysis for rebalancing decisions
Client Portfolio Coordination:
- 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
Factor Score Alerts:
- Parallax score changes exceeding specified thresholds
- Individual factor score deterioration or improvement
- Score upgrade/downgrade notifications with reasoning
- Peer relative score changes and ranking shifts
Market-Based Alerts:
- Price movement alerts (percentage or absolute dollar amounts)
- Volume spike detection and unusual trading activity
- Technical indicator breaches and pattern completions
- Support and resistance level breaks with confirmation
Fundamental Change Alerts:
- Earnings surprise alerts and guidance changes
- Analyst estimate revisions and recommendation changes
- Management changes and strategic announcement monitoring
- Financial metric changes and ratio deterioration alerts
Event-Driven Alerts:
- Corporate action announcements and ex-dates
- M&A rumors and announcement confirmations
- Regulatory approval announcements and delays
- Patent filings and intellectual property developments
Professional Dashboard Interface
Comprehensive Monitoring Views
Portfolio Overview: High-level performance and risk metrics across all monitored portfolios Alert Summary: Prioritized list of most important alerts requiring attention Market Context: Current market conditions and factor performance environment Key Performance Indicators: Critical metrics tracking investment process effectiveness
Performance Attribution: Detailed breakdown of returns by factor, sector, and security Risk Analysis: Comprehensive risk metrics with historical context and peer comparison Factor Monitoring: Current factor exposures vs. targets with drift analysis Trade Impact Analysis: Historical analysis of trade execution and market impact
Alert Prioritization: AI-powered ranking of alerts by importance and urgency Alert History: Complete record of all alerts with market context and outcomes Alert Effectiveness: Analysis of alert accuracy and false positive rates Custom 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
Portfolio Management Integration:
- 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
Client Communication:
- 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
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
Correlation Analysis:
- 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
Performance Attribution:
- 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. Access the Watchlists & Monitoring Platform to enhance your surveillance capabilities, or learn how monitoring integrates with Portfolio Analyzer for comprehensive investment management.