# Monitor your portfolio

## 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.

## 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

{% hint style="info" %}
**Example #1 — Concentration risk**

"Email me if any single stock position exceeds 30% of my portfolio."
{% endhint %}

{% hint style="info" %}
**Example #2 — Catalyst tracking**

"Alert me on any earnings release, rating change or significant news affecting the stocks I hold."
{% endhint %}

{% hint style="info" %}
**Example #3 — Underperformance**

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

***

{% hint style="info" %}
Portfolio monitoring is available to all users with a connected broker, **regardless of region** — including in the EU. See [Availability by region](/platforms/availability-by-region.md).
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.obside.com/obside-chat/get-alerted/monitor-your-portfolio.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.