Monitoring turns a static research workflow into an ongoing process. Instead of asking whether a stock looked attractive once, you keep checking whether it still fits the strategy. It is the first item in the top navigation, and the page you land on after signing in, at /monitoring.
What Monitoring is for
Use Monitoring when you want to answer questions like:
- Which holdings still match my screen?
- Which names drifted out of range?
- Which candidates are improving enough to revisit?
How monitoring sets work
Monitoring is organized in monitoring sets. Each set pairs one portfolio with one screen: every run checks each stock in the portfolio against the screen's criteria and records which stocks pass and which fail.
To create one, click Create Monitoring Set and choose a name, the screen to monitor against, and the portfolio to check. You need at least one saved screen in My Screens and one portfolio first. Each set has its own overview page with the latest run summary and the run history; from there you can Run Now, pause or resume the set, edit it, or compare two runs. See Monitoring Runs and Monitoring History for how to read the results.
On the Free plan you get one monitoring set and one run per week, started manually, with 14 days of history. Pro allows up to 100 sets, unlimited runs, scheduled daily, weekly, or monthly runs, and unlimited history — see Plans and Quotas.
Set up a useful monitoring flow
Start with a stable screen
Monitoring only works if the underlying criteria are clear. If your screen changes every day, the output becomes hard to interpret.
Pair it with a focused portfolio
The most useful monitoring sets usually track a deliberate shortlist, not the entire market. That keeps alerts meaningful and reduces noise.
Interpret drift correctly
Drift is a signal, not an automatic sell trigger
If a stock stops matching your screen, the right response depends on why. A valuation expansion may tell a different story than deteriorating margins or balance-sheet stress.
Look for repeated change, not isolated noise
One small metric move can be harmless. A pattern of deterioration across several checks is more meaningful.
Build a review cadence
Monitoring is most effective when you know what action follows each alert:
- review the thesis
- compare peers
- update position sizing
- remove the stock from the portfolio
Common mistakes
Monitoring a weak definition
If the screen's logic is poor, Monitoring simply automates bad signals. Tighten the criteria first.
Tracking too many names
A broad, noisy monitoring set creates alert fatigue. Start small and expand only when the signal quality is high.
Recommended workflow
- Build a clear strategy in the Screener and save it as a screen — see Designing Screens
- Save a focused candidate set in a portfolio
- Pair the two in a monitoring set to review drift and re-check your thesis over time