Portfolio Monitoring
A research analyst that watches your whole portfolio
Text your positions, and Ecomerate answers in the context of your book, checks news and filings against your theses, and texts you when something changes.
Direct answer
Ecomerate knows what you hold. Text "I own 50 NVDA at $120", and when you buy or sell, text the change ("bought 10 more NVDA, now 60 at $125"). Brokerage sync is coming soon. It answers portfolio questions, shows exposure and concentration, and watches every holding for news, filings and price moves that matter to your thesis.
Your book, in every answer
Ask how your portfolio did today, where you are concentrated, or what one development means across your holdings.
- "how'd my book do today?"
- Exposure and concentration
- One event across several holdings
Watched between sessions
Ecomerate checks the news and filings for every holding and texts you only when something moves your thesis, in the analyst's own words, with a chart.
- Thesis-aware alerts
- Price lines you set
- Earnings-week check-ins
Routines on autopilot
Ask for a pre-market brief, an evening wrap or a weekly recap, and it arrives in the thread on schedule.
- Pre-market brief
- Evening wrap
- Weekly recap
Your positions, by text
Tell Ecomerate what you own in the thread and update it the same way. Brokerage sync is coming soon; it will be read-only, and Ecomerate can never place a trade.
- "I own 50 NVDA at $120"
- "bought 10 more NVDA, now 60 at $125"
- "sold all my AMD"
Use appropriate caution
Portfolio analytics describe exposure and history; they cannot predict returns or replace a regulated adviser.
- Verify positions
- Consider fees and taxes
- Decide for your circumstances
Frequently asked questions
- Can I connect my brokerage account?
- Brokerage access is coming shortly; join early access from the home page. Until then, just text Ecomerate your positions.
- What does Ecomerate watch for?
- News that affects your thesis, new SEC filings, and moves past price lines you set. It texts you first, with the reason and a chart.
- Is Ecomerate financial advice?
- No. Ecomerate is a research tool, not a financial adviser. It explains data, filings and news; it does not tell you what to buy, sell or hold, and it does not know your full financial situation.
- How do I get access?
- Create a free account on the website, then text Ecomerate on iMessage. The free plan includes 10 messages a week; paid plans start with a 7-day free trial and you can cancel anytime from your account settings.