Authority Page
Portfolio Monitoring: structural continuity over time
Ongoing explanatory monitoring that highlights structural changes after your initial diagnostic.
Monitoring helps you catch drift, overlap, and concentration changes before they become expensive.
What is monitored
- concentration changes and top-position dominance.
- correlation/overlap shifts across holdings and wrappers.
- mandate drift and factor migration over time.
- tax/fee friction signals that materially affect outcomes.
How it works
- baseline from your diagnostic + linked accounts/documents.
- periodic recomputation of structural metrics.
- threshold-based comparisons versus prior state.
- clear summaries designed for action, not noise.
What you receive
- monitoring updates in your dashboard and timeline.
- context for why a change matters right now.
- links to supporting pages like Concentration Risk and Correlation Trap.
Why it matters
One-time analysis is helpful. Continuous monitoring is how you stay aligned as markets and exposures move.