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AI-powered market intelligence delivered to your phone

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.

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Key Features

What's included

AI-powered event detection and alerting
Real-time position movement attribution
Contextual market news per holding
Customisable alert thresholds and filters
Daily portfolio digests and summaries
Cross-portfolio pattern recognition

How it works

From market event to actionable insight

1

Detect

AI monitors your portfolios around the clock, detecting significant price movements and events.

2

Enrich

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

3

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.