Portfolio Management
Add a technical analysis layer to portfolio management. Monitor positions with real-time indicators, optimize entry/exit timing, and manage risk with ATR-based position sizing.
The Challenge
Most portfolio tools report what you hold and how it has performed, but say nothing about the technical condition of each position right now. Managers end up switching between a charting platform and a spreadsheet to check whether a long has run into overbought territory, whether a trend is weakening, or how wide a stop should be given current volatility. That manual, position-by-position review does not scale past a handful of holdings and is the first thing to get skipped on a busy day — exactly when a missed signal is most expensive.
Portfolio Applications
Position Monitoring
Track indicator signals for all held positions. Get alerted when RSI hits overbought levels on your longs.
Entry Optimization
Time your entries using Bollinger Band touches, RSI oversold levels, or MACD crossovers on D1 timeframe.
Risk Management
Use ATR for dynamic stop-loss placement and position sizing. Scale positions based on ADX trend strength.
Rebalancing Signals
Trigger portfolio rebalancing when trend indicators shift. SMA(50)/SMA(200) crossovers for sector rotation.
Popular Indicators
- ATR — Position sizing and stop-loss placement
- SMA (50/200) — Long-term trend identification
- ADX — Trend strength for allocation decisions
- RSI (14) — Overbought/oversold for timing
- Bollinger Bands — Volatility regime detection
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Monitor positions with real-time technical analysis.