Understanding your score

Alert configuration

Set thresholds for factor drift, insider events, sync failures, and price moves.

Quick actions

Jump straight to the place that usually fixes this.

Alerts are review prompts for material changes in your portfolio, not trading instructions.

Start with fewer alerts: sync failures, large factor drift, severe insider events, and major price moves for concentrated positions.

Use higher thresholds for noisy watchlist names and lower thresholds for holdings that drive a large share of risk.

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