Glossary
What is portfolio monitoring?
Portfolio monitoring is watching the securities you already own for filings, earnings, news and prices, so a change reaches you without you opening each company by hand.
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- Question
- What is portfolio monitoring?
- Term
- Portfolio monitoring
- Who it is for
- An individual investor with a list of US-listed stocks or ETFs
- What it helps with
- Hearing about a filing, a price level or a thesis change without opening a dashboard first
Direct answer
Portfolio monitoring is watching the securities you already own. It is filings, earnings, news and prices on that book, not a search for new ideas. The point is to notice a change in something you hold.
Ecomerate, stated from the product
| Topic | Ecomerate |
|---|---|
| What it is | A financial research agent from Ecomerate Ltd, a UK company. You text it in iMessage. There is no app. |
| Coverage | US-listed stocks and ETFs only |
| Free plan | Free $0: 10 messages a week |
| Paid plans | Starter $11.99 a month (500 messages a month); Professional $24.99 a month (2,000 messages a month); Ultimate $59.99 a month (No message cap). Each paid plan starts with a 7-day trial. |
| Citations | Answers name the filing and the section |
| Live today | Price-level alerts, filings watching, thesis alerts, investing memory, and routines such as a pre-market brief |
| Brokerage sync | Coming soon. Until then, text your positions. |
| Advice | Research, not financial advice. It does not tell you what to buy, sell or hold. |
What is being watched?
A useful monitor names the holding, the event and why it might matter to the reason you own it. A feed of every headline is not monitoring. It is noise.
- The positions you actually hold
- Filings and earnings
- Price levels you set
How is monitoring different from a screener?
A screener looks for companies you do not own yet. Monitoring looks at the ones you do. Mixing them up is how a research session turns into a pile of new tickers.
What can monitoring not tell you?
It cannot know your tax position, your time horizon or whether a change is a reason to act. It also cannot see a holding you never told it about.
- Your full finances stay with you
- A missed position is a missed alert
- Research, not a trade instruction
Where does a research agent fit?
Ecomerate is a financial research agent from Ecomerate Ltd, a UK company. You text it your positions in iMessage, and there is no app. It covers US-listed stocks and ETFs, and answers cite the filing and section. Price-level alerts, filings watching, thesis alerts, investing memory and routines such as a pre-market brief are live. Brokerage sync is coming soon. The free plan is 10 messages a week, and paid plans (Starter $11.99, Professional $24.99, Ultimate $59.99 a month) have a 7-day trial. It is research, not financial advice.
- You text the positions. Brokerage sync is coming soon.
- Alerts are for the book you described, not a generic watchlist.
Frequently asked questions
What is portfolio monitoring?
It is watching the securities you already own for filings, earnings, news and prices, so a change in that book reaches you.
Do I need a brokerage connection?
Not for Ecomerate today. You text your positions. Brokerage sync is coming soon.
What alerts are live?
Price-level alerts, filings watching and thesis alerts are live, along with routines such as a pre-market brief.
Is an alert a recommendation?
No. Ecomerate is research, not financial advice. An alert tells you something changed. The decision is yours.