INVESTMENT RESEARCH AI
A dedicated research analyst across every position — without the dedicated headcount.
Portfolio Monitoring Service
Real-time monitoring of 10-50 portfolio positions with earnings alerts, news analysis, thesis updates, and quarterly deep dive refreshes.
- Real-time alerts + weekly digest + monthly scorecard + quarterly thesis refresh
- positions monitored continuously
- 10–50positions monitored continuouslyenterprise plans cover 100+ across multiple portfolios
- earnings analysis
- Same-dayearnings analysisquality of earnings and guidance implications on release day
- to a baseline thesis on any new position
- 48 hrsto a baseline thesis on any new position
How it works — and what you walk away with
Managing a concentrated portfolio of 30-50 positions means tracking earnings dates, analyst calls, material news, SEC filings, and competitive developments - for every holding. Our Portfolio Monitoring Service does that work for you.
We track your positions continuously, alerting you to material developments that could affect your investment thesis. Every quarter, we update our analysis for each holding based on earnings results, management guidance, and competitive dynamics.
Think of it as having a research analyst dedicated to your portfolio - systematic coverage without dedicated headcount.
The process
Portfolio Onboarding
Add your positions; each gets a baseline investment thesis within 48 hours.
Continuous Monitoring
Real-time alerts on earnings, SEC filings, material news, and price moves via email, Slack, or SMS for critical items.
Earnings and Weekly Rhythm
Same-day quarterly results analysis plus a curated weekly digest with recommended actions.
Quarterly Thesis Refresh
Full thesis update per position after earnings, with monthly conviction scoring across the portfolio.
What you get
Alert Dashboard
Real-time feed of portfolio-relevant news, filings, and earnings
Quarterly Reports
Updated investment thesis for each position post-earnings
Position Scorecard
Monthly ranking of positions by conviction, valuation, and risk
Weekly Digest
Summary email with key developments and recommended actions
What's included
Real-Time Alerts
Immediate notification of earnings releases, SEC filings, material news, and price movements
Earnings Analysis
Same-day analysis of quarterly results including quality of earnings and guidance implications
News Monitoring
AI-filtered news tracking with impact assessment and thesis implications
Quarterly Thesis Updates
Full investment thesis refresh for each position based on latest data
Position Scoring
Monthly conviction scoring based on thesis strength, valuation, and risk factors
Weekly Digest
Curated weekly summary of portfolio-relevant developments and action items
Who this is for
Family Offices
Managing concentrated portfolios (30-50 positions) who need continuous monitoring
RIAs Managing HNW Clients
Maintaining conviction and staying current across multiple client portfolios
Prosumer Investors
Serious individual investors managing 20-40 positions who can't track everything themselves
Subscription
Scoped to your situation
- Format
- Real-time alerts + weekly digest + monthly scorecard + quarterly thesis refresh
Frequently asked questions
Related topics
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Company Deep Dive Reports
Comprehensive 30-50 page equity research reports covering business overview, financial analysis, valuation, competitive positioning, and investment thesis.
On-Demand Research
Ad-hoc research support for quick questions, comp tables, model reviews, and targeted analysis with 24-48 hour turnaround.
A dedicated research analyst across every position — without the dedicated headcount.
Share your situation and Investment Research AI will scope it with you — takes about two minutes.