Understand your holdings and keep track of them
You have an investment portfolio, or positions you hold over time. Maybe you pick investments yourself, use recommendations, or only check the account now and then.
You want to understand what's happening in the portfolio, where the risk is concentrated and which changes need attention — without gathering and analyzing all the information yourself.
The examples below show a few ways to use the system.
You can ask Reactor to read the holdings in the connected account and summarize them: what you hold, the size of each position, the profit or loss, and how the money is split between assets.
From that picture you can move on to questions: which holding affects the portfolio more? Where is there a large concentration? What's worth checking in depth?
The number of holdings alone doesn't explain diversification. A large part of the money may sit in one asset, or several holdings may be affected by the same sector and the same market conditions.
Reactor can calculate the weight of each holding from the account data and help check concentration. Analyzing the links between assets depends on the information available; when more is needed, we'll show what's missing.
You can give Reactor a focused task: check the position, gather the relevant market data and weigh several options.
For the analysis to fit you, add the context: why you bought, how long you meant to hold, and what matters to you in the decision. A long-term investment and a short trade may need different analysis.
You can set up an Agent that runs a periodic check of the portfolio. It can summarize the state of the holdings, check conditions you defined, and flag cases that need a look.
The Agent can combine clear alert thresholds with judgment. For example, telling routine fluctuation apart from a change that justifies further analysis, according to your instructions.
You can examine the arithmetic effect of a planned action: how much money will move, what the holding's weight will be afterwards, and how the portfolio split will change.
You can also define price scenarios and calculate their effect on the holdings. A scenario explains what happens if the assumptions hold; it isn't a forecast that they will.
You can give an Agent a role of tracking or managing positions. For example, checking protections, considering partial profit-taking, or suggesting a reduction when certain conditions are met.
The instructions should fit the nature of the holding and your goal. You choose whether the Agent only reports, asks for approval, or is allowed to carry out defined actions.
You can research which holdings contributed to profit and loss, and look separately at the results of closed trades and of positions still open.
To calculate return over a period you also need the relevant account history, including deposits and withdrawals. That way you don't confuse a change in balance with investment performance.
In a live demo we'll open the system and walk through the examples that fit you, at your pace.
Go back and pick the description closest to where you are today.