Portfolio Tracker
Bind multiple watchlists into one portfolio and let stop-loss watchers, drift detection, and Skeptic-cleared signals surface exposure issues across the entire book.
Drift & rebalance
Continuous drift vs target weights, with Temporal-orchestrated rebalance trades
Exposure & concentration
Sector, single-name, and beta exposure tracked against your stated limits
Stops across the book
Trailing & thesis-break stops fire deterministically per position
Prerequisites
Required first
Configuration
Define the portfolio
Bind one or more watchlists to a single portfolio. Capital base + risk limits are stated up front so drift alerts have guardrails to measure against.
portfolio:
name: main-book
capital_usd: 25000000 # $25M
watchlists:
- core-long-2026 # 60% target
- hedges-q2 # 15% target
- opportunistic-tactical # 25% target
risk_limits:
sector_max: 0.30 # 30% max single sector
single_name_max: 0.10 # 10% max single position
gross_leverage_max: 1.20Pick a rebalance policy
Drift alerts fire when exposure crosses a threshold OR on a fixed cadence — whichever comes first.
drift_policy:
drift_threshold_bps: 250 # 2.5% absolute drift
cadence: monthly # safety net cadence
require_debate_pass: true # never alert without Adjudicator clearance
alert_channels: [terminal, webhook, email]Stop policy across the book
Each position inherits its watchlist’s stop policy by default. Override per-ticker in the Diary if needed.
Trailing stop (default)
Per-position trailing percentage from post-entry high. Fires deterministically on tick.
Thesis-break stop
Fires when a Day-1 condition is broken and the Skeptic confirms the break.
Composite (recommended)
Whichever fires first — trailing OR thesis-break. Same audit trail in the Diary.
Arm the portfolio
# CLI
telumin portfolio arm --name main-book
# Or via the Signal API
curl -X POST https://api.telumin.com/v1/portfolios/main-book/arm \
-H "Authorization: Bearer $TELUMIN_API_KEY"Sample portfolio dashboard
Portfolio · main-book · 2026-04-25 16:00 UTC
Drift & rebalance status
Capital
$25.0M
committed
Max drift
+2.7%
NVDA > target
Skeptic queue
3 PASS
0 vetoed
Open stops
12
all watching
Pending rebalance trades
Limit & drift alerts
When drift, exposure, or stop conditions cross thresholds, the portfolio fires structured alerts — same delivery channels as signals (terminal, webhook, email).
Sector limit warning
Semiconductor exposure trending toward 28% (limit 30%). Next rebalance cycle will trim the largest drift first.
Trailing stop armed and tightened
NVDA trailing stop reference moved from $1,180 to $1,242 after intraday high. No fill required.
Reference
Portfolio armed
Drift alerts, stop-loss watchers, and Thesis Guard are now running across all linked watchlists. Every signal and alert is logged to the Evidence Vault.