Knowledge hub
Portfolio Monitoring
Direct answers on portfolio monitoring, each with the reasoning and the sources behind it.
Contents
How Vestmind does this
VestMonitor is Vestmind's continuous portfolio monitoring product. It watches an investor's holdings, allocation and goals after the analysis is done, and raises a notification only when something has materially changed — drift past a threshold, a new concentration, a development at a company held, a goal moving off track.