Results for “portfolio-monitoring”

Analyze investment portfolios by fetching real-time holdings via Alpaca MCP Server, then assess asset allocation, diversification, risk metrics, and generate rebalancing recommendations.

Tracks DeFi positions across DEX pools, lending markets, and vaults, alerting only on meaningful changes like APR drops, utilization spikes, or health factor approaching liquidation.

Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis.

Tracks crypto prices, wallet balances, portfolio values, CEX holdings, and Polymarket predictions via a CLI.

Tracks institutional investor ownership changes and portfolio flows using 13F filings data to identify stocks with significant smart money accumulation or distribution.

Tracks crypto prices, wallet balances, portfolio values, and CEX history via a command-line interface, with support for Polymarket prediction markets.

Monitor a list of tickers for key changes in price, IV rank, unusual activity, earnings dates, and score changes. Supports custom watchlists and a default hot options list.

Tracks crypto portfolio values, wallet balances, market prices, CEX history, and Polymarket predictions from the command line.

Track crypto prices, wallet balances, portfolio values, CEX holdings, and Polymarket predictions via a command-line interface.

Track key macro indicators (VIX, US10Y, DXY, gold, oil, BTC) and get AI-generated impact analysis linked to your portfolio holdings.