Product Overview - Introduces Radar, a proactive feature providing reminders on spending, investments, stock prices, and payments [1] - Offers free sign-up for Radar [1][2] Portfolio Monitoring - Scans portfolios daily, weekly, or monthly for significant changes and sends notifications [1] - Highlights asset allocation imbalances [1] - Tracks volatility and performance across asset classes [1] - Alerts users to unusual movements (percentage changes, drawdowns, rallies) [1] Personalized Financial Insights - Identifies blind spots, such as missing cost basis or incorrect tax settings [2] - Flags tax-loss harvesting opportunities [2] - Shows best/worst performing assets over custom time windows [2] - Spots diversification gaps, such as crypto underweighted below 5% [2] Customized Alerts Examples - Provides examples of customized alerts, including spending tracking, price monitoring, and notifications on loan payments [2] - Offers examples of monitoring specific financial theses with bullish/bearish thresholds, such as DXY (US Dollar Index) <100 or >110, 10-year yield >550 basis points or <350 basis points, Gold >$2,800 or <$2,400, BTC >$100,000 or <$70,000 [2] Automated Monitoring - Suggests setting up monthly automated radar to monitor portfolio allocation drift from a 70/30 growth/income target [3] - Monitors performance triggers, such as +15% gains or -10% drawdown thresholds [3] - Assesses market risk indicators and volatility [3] - Provides timing recommendations for aggressive vs conservative positioning [3]
X @Anthony Pompliano πͺ
Anthony Pompliano πͺΒ·2025-12-09 01:27