Portfolio Monitor Agent
Monitors portfolio performance and sends alerts for significant changes
Total Runs
247
Success Rate
96.8%
Avg Time
2.3s
Output History
Jan 15, 09:00 AM
View OutputJan 14, 09:00 AM
View OutputJan 13, 09:00 AM
Jan 12, 09:00 AM
View OutputJan 11, 02:32 PM
View OutputAgent Plan
Configuration
Monitoring
Tech Stocks Portfolio (15 companies)
Triggers
• Daily at 9:00 AM EST
• Price movement >5%
Output Format
Executive Summary via Email
Recipients
• john.doe@company.com
• portfolio-team@company.com
Impact Metrics
Estimate Updates23
Rating Changes7
Client Inquiries12
Alerts Generated41