Assistants

When it is time to check on your live portfolio, the Live Monitoring Assistant pulls a fresh snapshot of every active holding, including the direction, quantity, and symbol. It then works through the positions one at a time, searching the past twenty-four hours of news and financial data for events that could materially move each asset. Scanning symbols individually rather than batching them together means nothing gets lost in a noisy combined query.

The assistant is looking for asymmetric risk, not headlines in general. A piece of news only counts when it cuts against the direction of the position — bad news on a long, or good news on a short — because that is the only direction in which surprise actually hurts the portfolio. From there, a severity filter strips out the noise that does not warrant your attention. Routine earnings that met expectations, mild analyst commentary, and sector-level macro chatter do not survive the filter. However, executive departures, government investigations, fraud allegations, data breaches, large surprise earnings revisions, major litigation, credit rating changes, and material M&A activity will trigger a response.

When the assistant is uncertain whether something is serious, it errs on the side of telling you and flags the severity as ambiguous, so you can make the final call without it quietly suppressing an event that might have mattered.

A concise email alert covering only the holdings where a material adverse event was found. Each entry names the ticker and position direction, summarizes the headline in a sentence, explains why it matters for that specific position, and links the source with a timestamp so you can verify the report yourself. If nothing material turns up, no email is sent — a quiet inbox is the result of a clean scan, not a missed one. The Live Monitoring Assistant will never recommend a trade or a portfolio change, because its job is surveillance and notification, and the decision about what to do with the information stays with you.

The Live Monitoring Assistant has access to the following tools:

• read_open_project
• create_live_algorithm
• read_live_algorithm
• search_live_logs
• financial_data_news_articles
• financial_data_web_get
• user_input
• environment_library_support
• send_email_notification
• send_sms_notification
• send_telegram_notification