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 Connections to link an account and Portfolios 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

Example #1 — Concentration risk

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

Example #2 — Catalyst tracking

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

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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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 and Pricing.