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Answer · Portfolio monitoring

How do I monitor my portfolio without checking it every day?

Set a few rules in advance, review your holdings on a fixed schedule, and use a monitoring tool to flag only the changes that break a rule or a thesis. Atradian's portfolio monitoring checks your holdings against prices, filings and news and sends a daily brief on Pro and Elite.

Why daily checking hurts

Checking a portfolio every day makes normal volatility look like news. Most daily moves change nothing about the reason you own a stock. Reacting to them tends to raise trading costs and cut positions that were fine. The goal is to notice the changes that matter, on a schedule you can keep.

A routine that works

  1. Write three to five rules you can explain in a sentence each. Examples: a maximum weight for one holding, a cap on speculative positions, a cash floor, or a review level below your cost price.
  2. Write a one-line thesis for each holding: why you own it, and what would make you sell.
  3. Set a review schedule. Weekly for active holdings, monthly for the rest.
  4. Let alerts handle breaches. You only need to look when a rule or a thesis is touched.
  5. Review the rules quarterly. Change a rule only with a reason you can write down.

What a monitoring tool should do

How Atradian does this

Portfolio monitoring imports your holdings by CSV, screenshot or paste, reconciles each snapshot against the last, and checks your rules. The daily brief on Pro and Elite summarises what changed. Nothing connects to your broker, and nothing is traded for you.

Frequently asked questions

How often should I review my portfolio?

Many long-term investors do well with a scheduled review, weekly or monthly, plus alerts for rule breaches. The right cadence depends on how often you trade and how many holdings you have.

What rules should I set?

Start with a maximum weight per holding, a cap on speculative positions, and a review level relative to your cost. Add more only when you can explain why.

Does checking less mean I miss important news?

Not if the alerts and schedule cover the events that matter for your holdings, such as earnings dates, filings and rule breaches.

Related

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