Portfolio monitoring
Planned for V3. The watchlist on your dashboard already aggregates modeled value, score and yield; portfolio monitoring adds cohort drift, concentration limits and alerting on model changes.
Investor · $99 per month
Portfolio monitoring is an Enterprise capability
Aggregate drift, concentration limits and model-change alerting across tracked assets.
Available today
Watchlist aggregation
Your dashboard reports tracked asset count, aggregate modeled value, average PDI Score and average net yield using the same deterministic engine as individual reports.
Open dashboard