Portfolio monitoring
Keep an eye on your holdings with Alphio: see positions per connected account, ask Alphio AI for a holdings snapshot or review, schedule recurring position reviews, and set alerts on the assets you hold.
Find it at: your profile (web: avatar menu → Your profile) for each connected account, and the Agent page for snapshots, reviews, and alerts.
1. See your positions
Each connected account — broker, Hyperliquid, Polymarket, or exchange — has its own view on your profile page, with tabs such as Positions, Open Orders, and Trade History, plus a P&L chart.
On a stock or crypto page, the Trade panel also lists your positions in that account below the order form.
There is no single combined portfolio view across all accounts; check each account, or ask Alphio AI (section 2).
2. Ask Alphio AI about your holdings
| Ask | What you get |
|---|---|
| "Show my holdings." | A Holdings snapshot card from your connected account — symbol, units, price, open P&L, average purchase price, and previous close. Perpetual positions show as their own positions card. |
| "Review my portfolio." with a screenshot of your holdings attached | A position-by-position review suggesting which to add to, hold, watch, or trim |
| "How exposed am I to semiconductors?" | A written answer based on the holdings Alphio AI can read from your connected accounts |
If an account isn't connected, Alphio AI asks you to connect it first. See Connect your broker and Connect on-chain.
3. Schedule a recurring review
Ask for it on a schedule and it runs as a scheduled task:
- "After the US market closes each day, review my positions."
- "Every Monday at 9am, summarize how my holdings did last week."
Each run consumes Credits based on actual usage; results arrive in-app (and to Telegram or email if you ask). See Scheduled analysis.
4. Alerts on what you hold
Alerts watch individual assets, not your account as a whole. Set them on the positions you care about:
- "Alert me if NVDA drops below $150."
- "Notify me if any of TSLA, AAPL, or MSFT moves 5% in a day."
- "Tell me when BTC's daily RSI goes above 70."
Alerts on account-level metrics — total drawdown, allocation drift, or a broker connection dropping — aren't available. See Price alert.
5. Protect positions automatically
To act rather than just be notified, ask for a trading task — for example "Sell my AAPL position if it closes below $180." You review and confirm it before it runs. See Tasks and strategies.
This page is available as plain Markdown at https://alphio.ai/docs/workflow/portfolio-monitoring.md. An index of every page, with a one-line summary each, is at https://alphio.ai/docs/llms.txt.