Keep the thesis and evidence together.
Assets can hold notes, budgets, reports, monitors, review state, and linked follow-ups so context survives between meetings.
Portfolio Tracker
Portfolio memory for exposure, thesis, risk budget, and next action.
Portfolio Tracker gives investment teams a live operating layer for holdings and watchlist assets. It connects monitor movement, asset records, budgets, source-backed reviews, and follow-ups into one reviewable book.
Portfolio review
Action queue
Book state
Exposure, thesis, and monitor movement in one place.
AssetsHoldings, targets, properties, strategiesStructured records
SignalsMonitor deltas and risk flagsPrior context attached
ActionsReview, resize, refresh, follow upOwner-ready
Asset memoryeach asset keeps its thesis, run history, monitor coverage, notes, budgets, and review state
Book viewportfolio reviews consolidate monitor movement, risk changes, performance context, and open follow-ups
Action queuereviews point back to source-backed reports and open the next platform action instead of becoming static prose
ExposureHoldings, targets, asset classes, budgets, and risk context are reviewed as part of the same operating book.
AttributionMonitor deltas, source gaps, and asset review findings explain why a portfolio item needs attention.
Meeting readyPortfolio reviews turn scattered asset evidence into an owner-ready decision queue.
Portfolio flow
Asset evidence rolls up into book-level decisions.
Portfolio Tracker connects holdings, exposure, monitors, reviews, budgets, and follow-ups so teams can see why a position needs action.
01 / AssetHolding, exposure, thesis, budget, and source contextEach position starts with ownership context, not a detached ticker or name.
02 / SignalsMonitor deltas, valuation marks, reviews, and evidence gapsFresh movements and coverage gaps attach to the asset record.
03 / ReviewBook-level risk, owner queue, recommendations, and actionsPortfolio review turns asset facts into book-level priorities.
04 / MemorySaved decisions, comments, follow-ups, and next review stateReview outcomes persist for the next monitor and PM cycle.
How it works
The portfolio becomes a living map of evidence and responsibility.
Portfolio Tracker turns separate research runs, monitor deltas, and asset notes into a coherent book-level operating view.
Assets
Exposure
Monitor deltas
Follow-ups
PortfolioReview engine
OutputBook-level action queue
01Load the asset recordthesis, sizing, budget, monitor coverage, saved reports
02Compare current staterisk changes, performance context, evidence gaps, alerts
03Open the decision pathrun review, update thesis, add monitor, assign follow-up
Portfolio operations
Built for repeated review, not one-off tracking.
The portfolio layer keeps research connected to asset ownership, source-backed conclusions, budgets, and open decisions.
Raise book-level risks and opportunities.
Reviews consolidate monitor deltas, current metrics, open questions, thesis drift, and suggested actions across the portfolio.
Move directly from review to action.
Open the source run, refresh a thesis, create a monitor, launch an asset review, or hand the issue to Copilot without leaving the operating context.
Operate the book