Portfolio monitoring

Continuous portfolio diagnosis — performance, risk, concentration, and sector exposure across all connected accounts.

Find it at: /agentic-trading dashboard, or /chat (ask Alphio AI for a portfolio review)

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1. What gets analyzed

Alphio aggregates every connected account into a single view, then analyzes the combined book.

Dimension	What it covers
Positions	Every open position across SnapTrade brokers and Hyperliquid perpetuals, plus prediction-market positions
Allocation	% of total capital deployed vs cash, broken down by asset class (equities / crypto / perps / cash)
P&L	Realized + unrealized profit, day / week / month / all-time, sourced from /v1/tradeagent/account/info
Performance curve	Account portfolio vs benchmark, sourced from /v1/tradeagent/account/portfolio-curve
Sector / asset-class concentration	GICS sector weights for equities, asset-class weights overall — flags over-exposed buckets
Currency exposure	Net exposure by quote currency (USD, USDC, others) — relevant when you trade on-chain and off-chain together

Read this view as your single source of truth for total-account health, across all three trade rails.

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2. How often it refreshes

• SnapTrade brokers — positions refresh in near real-time as SnapTrade syncs from the broker. Some brokers sync only at market close; check the connection status in /account/snap-trade.
• Hyperliquid perpetuals — refreshes on every fill via the Hyperliquid websocket
• Prediction markets — refreshes when orders fill against Polymarket's CLOB
• Aggregated views — recompute on each page load and on push events from any of the rails

warning

Precise refresh cadence (especially for slower-syncing brokers and end-of-day reconciliation timing) is being finalized. Until then, the page header shows a "Last updated" timestamp — treat that as authoritative for the connected accounts in scope.

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3. AI insights

Alphio AI runs a continuous read on the aggregated book and flags risk patterns proactively. Insights surface as cards on the dashboard and as AI_TASK notifications.

Typical insights:

• Concentration risk — "Your tech exposure is 65% of total equity — consider diversifying."
• Single-name risk — "NVDA is 22% of your equity book — well above the 10% guideline in your strategy settings."
• Correlation cluster — "Five of your top positions move together (correlation > 0.85). Effective diversification is lower than position count suggests."
• Drawdown warning — "Account drawdown is 8% from the 30-day high — you set a 10% kill switch threshold."
• Idle cash — "USDC balance is 40% of total — currently below your target deployment range."

Each insight links to the underlying positions so you can act in one click.

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4. Setting alerts on portfolio events

You can wire alerts to specific portfolio events, delivered through the standard notification surfaces (in-app + Telegram + email).

Common alert types:

Alert	Trigger
Drawdown threshold	Account value drops X% from the rolling N-day peak
Large position change	A single position changes by more than X% in a day
Allocation drift	Asset-class allocation moves outside the target band you set in strategy settings
New large position	A new position opens above X% of the account
Connection health	A broker / wallet connection drops or stops syncing

Configure alerts from /chat ("Alert me if my portfolio drops 5% in a week") or directly in notification settings. Alerts route to the AI_ALERT category.

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5. Monthly summary

On the first day of each month, Alphio emails a portfolio summary covering:

• Total P&L (absolute and %) for the prior month
• Top winners and losers (positions and asset classes)
• Risk metrics: max drawdown, Sharpe estimate, volatility
• Allocation snapshot: end-of-month vs start-of-month
• AI commentary on what drove the month's performance

The monthly summary is also posted to AI_TASK notifications, so the digest is available in-app even if you don't open the email.

warning

Cadence of the monthly digest (calendar month vs trailing 30 days) and the exact delivery channels (email vs Telegram vs both) are still being finalized. Adjust your notification settings once the feature lands in your account.