> For the complete documentation index, see [llms.txt](https://docs.obside.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.obside.com/obside-chat/get-alerted/monitor-your-portfolio.md).

# Monitor my holdings

## Overview

You can ask Obside to **continuously monitor** your portfolio and notify you of significant events: concentration risk, underperformance, news affecting your positions, etc.

This monitoring relies on the **balances and positions read from your connected broker**. See [Connectors](/platforms/connectors.md) to link an account and [Portfolios](/portfolios/portfolios.md) to organize your holdings.

## How to phrase your request

Specify **what you want to monitor** (concentration, relative performance, news, drawdown…) and **the threshold or condition** that should trigger the notification.

## Example requests

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**Example #1 — Concentration risk**

"Email me if any single stock position exceeds 30% of my portfolio."
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**Example #2 — Catalyst tracking**

"Alert me on any earnings release, rating change or significant news affecting the stocks I hold."
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**Example #3 — Underperformance**

"Notify me if any of my positions underperforms the S\&P 500 by more than 10% over the last 30 days."
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***

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Portfolio monitoring is available on the **Plus plan and above**, with a connected broker, **regardless of region** — including in the EU. See [Availability by region](/platforms/availability-by-region.md) and [Pricing](/misc/pricing.md).
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