Monitors for portfolio managers

Choose what to watch and get alerted when it changes.

Follow holding disclosures

Tell me when companies on my watchlist file disclosures matching the risk topics I specify.

Tell me when watched issuers announce changes to dividends or other distributions.

Tell me when the funds I follow change their published mandate, fees or dealing terms.

Tell me when watched issuers announce mergers, spin-offs or rights offers.

Tell me when selected authorities publish decisions relevant to the portfolio themes I provide.

Tell me when a new observation or revision in the FRED series I choose materially challenges an assumption or crosses a threshold I specify.

Tell me when a company's new filings and its observed public product-price changes materially challenge the investment assumptions I provide.