Portfolio alerts that read every notice in its own language, score it against your thesis and reach the covering analyst in minutes, cited
Material news on any holding reaches its analyst in minutes, read in its own language.
See one case, screen by screen ↓Portfolio Alerts is portfolio alerts software for buy-side research teams: AI agents watch the news, exchange notices, regulator filings and rating actions on every stock held, in each source's own language, and alert the covering analyst with every figure cited. Seven agents read, merge, score, challenge and route each event; the analyst acknowledges, the PM decides, and a second approver releases any order.
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A large manager's holdings are touched by tens of thousands of items a day — exchange notices, regulator filings, wires, local press, broker research and rating actions — and many are published first in Korean, Japanese, German, Norwegian or Portuguese. The English wire follows minutes or hours later. Terminal alerts, research-platform alerts, news alerts for stocks and portfolio news trackers all match keywords and companies, not theses, so an analyst covering dozens of names gets every mention of every name and still has to work out which one breaks the case for owning it.
Then nobody owns the alert. An email alert has no owner, no deadline and no record of who read it, and the PM is asleep when Seoul trades. When a holding gaps down overnight, the first question from the CIO and the board is “who knew, and when?” — and the books and records to answer it are scattered across inboxes. Meanwhile alert thresholds and keyword lists are changed by whoever owns the tool, with no review and no test of what the change would have caught or dropped.
Estimated split for one material event on a non-US holding, by hand and with the solution.
Seven agents read, merge, score, challenge and route every event; the analyst acknowledges, the PM decides, and a second approver releases any order.
Friday, October 16, 2026. Quillfield Capital, a fictional global asset manager, holds 3,130,000 shares of Daesan Battery across four funds. At 02:14 ET — 15:14 in Seoul, 14:14 in Singapore — the company files a rights offering on the Korean exchange. Here is what happens next, screen by screen, in the working solution.
Hyejin covers 38 names across 9 funds. Her Today screen opens on one number — Needs you now: 1, Daesan Battery — and a summary from her agents: since 08:00 her time they read 2,184 items about her names, in Korean, Japanese, Chinese and English. One is Critical: a ₩412.0B rights offering, nine reports merged into one, that breaks Pillar 2 of her thesis. Above it, a box to ask the agents about her holdings, an alert or a rule.
“Answers use only sources you are licensed to read · restricted issuers are never shown outside Compliance”
The wire counts the last 24 hours: 41,206 items read, 7,318 events after merging, 1,942 about Quillfield's holdings, 11 routed to a person and 52 in the 06:00 digest. Each alert's width is its materiality score, so Daesan Battery at 94 runs the full width. The left rail shows its weight in each fund — 3.4% of Asia Pacific Equity, 2.1% of Global Growth — and the right rail shows who must act and the minutes left before it escalates.
“acknowledge by 02:36 ET · then pages Daniel Okafor”
Daesan Battery filed 「유상증자결정」 at 15:14:07 Seoul time. The watcher read it 33 seconds later, matched ISIN KR70051K0003 with 0.99 confidence and extracted every figure with its item number: ₩412.0 billion, 5,150,000 new shares at an expected ₩80,000 — 17.1% below the prior close — and 0.0435 new shares for each share held. The regulator's report on DART matches figure for figure.
“I read the exchange notice 「유상증자결정」 33 seconds after Daesan Battery filed it.”
Nine reports of the same event arrived: the exchange notice, the regulator filing, three Korean local press reports, a licensed broker flash note, two English newswires and the company's investor relations page. The Deduper merged them into one alert anchored on the exchange notice. Hanbit Economic Daily reported ₩410 billion; the filing says ₩412.0 billion, so the filing wins and the article is flagged. Hyejin opens the original beside the English, every figure numbered on both sides.
“The first English report, Pacific Markets Wire, came at 02:27 — 13 minutes after the Korean notice.”
The Materiality agent scores the event against Hyejin's thesis and the position in every fund: event type 27 of 30, thesis fit 30 of 30, position 22 of 25, surprise 15 of 15. Pillar 2 — capacity growth funded from operating cash flow, no equity raise before 2028 — is contradicted, and it quotes the CFO on the Q2 call on August 12: Hungary phase 2 “will be funded from operating cash flow and borrowings; we have no plan for equity financing.” Quillfield holds $218.9 million across four funds.
“Rules v14 · alert line 60 · page line 85 · the width of the alert on the wire follows this score.”
The Challenger argues against the alert and cannot downgrade it. Shares fell from ₩96,500 to ₩88,900 at the 15:30 close, −7.9%, starting one minute after the notice. A local paper reported a possible raise on October 7, but the company told the exchange on October 8 that nothing had been decided, so the news is still a surprise. The Router then sends it to Hyejin with a 20-minute deadline, 02:36 ET; Daniel Okafor, the lead PM, is copied but not paged — he is in quiet hours until 06:00 ET.
“I tried to downgrade it and could not.” Verdict: keep Critical · priced in: partly · already known: no · market: closed
Before she writes, Hyejin asks the agents on the alert: “What did management say about funding?” The answer comes back with numbered citations: on the Q2 call on August 12 the CFO said Hungary phase 2 would be funded from operating cash flow and borrowings, with no plan for equity financing, and on October 8 the company told the exchange nothing had been decided. Both are now contradicted by today's notice. The other suggested questions: Is this priced in? How much would the rights cost us? Which other funds hold it?
The Thesis note drafter wrote the note from the notice, her thesis and the CFO's August remark, with three citations: the exchange notice, items 4–6; the Q2 call on August 12, page 7; and market data at the 15:30 close. It suggests pillar marks — Pillar 1 intact, Pillar 2 broken, Pillar 3 at risk — and a recommendation: hold; review size before Seoul opens at 20:00 ET; decide on the rights at the final price on November 27. She can acknowledge, mark it not material with a reason, or reassign it.
“Edit anything — nothing is sent until you acknowledge.”
Hyejin acknowledges at 02:31, five minutes before the 02:36 deadline. Her note and pillar marks land on the alert. The Router tells Daniel Okafor and the three other PMs that hold the stock, sends no page, and writes the pillar marks back to the research management system. Daniel's decision is due by 19:30 ET, before Seoul opens.
“Acknowledged · 5 min before the deadline”
Daniel opens the same alert with Hyejin's note on top. He chooses a position — hold, trim by a quarter, exit all four funds or add on weakness — and what to do with the rights: decide at the final price on November 27, take up, or sell the rights. Taking up would be 136,155 new shares, about $7.9 million. A reason code is required, and a rights election goes to Investment Operations to confirm with the custodian.
“Any order that changes a position is staged in the order management system and needs a second approver.”
The same night, seen by five of the people who carry it — what an overnight filing looked like, and what it looks like now.
Seven agents read, merge, score, challenge and route every event; the analyst acknowledges, the PM decides, and a second approver releases any order.
One per source family — US SEC filings such as Form 8-K, Korean, Japanese and other Asian exchanges, European notices, rating actions, newswires, local press and broker research. Each reads every item the minute it publishes, in its own language, matches the issuer by ISIN, CUSIP, LEI or local code, translates with a finance glossary and extracts the event and every figure with its item or page anchor.
Merges every report of the same event into one alert, anchored on the earliest exchange or regulator source, compares every figure and flags any report that disagrees with the filing.
Scores each event 0–100 under the live rules version — event type 30, thesis fit 30, position 25, surprise 15 — naming the thesis pillar it touches, quoting the passage that proves it and using the position in every fund.
Tries to downgrade every alert: checks price and volume since publication, earlier press and the company's responses, consensus and market hours, then keeps, upgrades or downgrades it with a stated reason.
Finds the covering analyst from the coverage map and the follow-the-sun rota, sets the deadline by severity, copies the PMs of every fund that holds the stock, respects quiet hours and escalates to the lead PM on a missed deadline.
Drafts a short thesis-impact note — what happened, which pillar it touches and why, what the price did, and a suggested action — with suggested pillar marks for the analyst to edit.
Writes every step, delivery, read receipt, decision and reason to the audit trail with the actor, time and version, and builds evidence packs with a hashed manifest.
Acknowledge, decide, approve. The agents propose; a named person decides.
Every working screen has a line to ask the agents, with suggested questions for that screen. Answers carry numbered citations that open the source passage, and a request your role cannot make is sent to the person who can — and logged.
Why is Daesan Battery at the top of the wire?
It scores 94: a ₩412.0B rights offering that breaks Pillar 2 of Hyejin Park's thesis, on $218.9M across four funds, and it was a surprise — the company denied a raise on October 8.
How much would the rights cost us?
At 0.0435 new shares per share held, our 3,130,000 shares give 136,155 new shares; at the expected ₩80,000 that is ₩10.89B, about $7.9M at ₩1,380.0. The final price is set on November 27; the custodian needs the election by December 7, confirmed by Investment Operations after the PM decides.
Who saw the Daesan Battery alert, and when?
Hyejin Park opened it at 02:17:02 and Wei Ling Tan at 02:22:40 (read receipts); Daniel Okafor, Sofia Marchetti and Ben Adler were copied at 02:16:11 and have not opened it. No page was sent.
What would rule change v15 have caught last quarter?
Replayed over July 16 – October 13: 14 more alerts (289 → 303), none dropped; 3 preceded a 5% move within a day — Kinoshita Precision, Ishikawa Robotics and Namsan Shipbuilding. Talia Brooks proposed it; only Margaret Halloran can approve it.
13 screens from the working solution, on its sample data. Pick one to see it large.
How events are scored, routed and escalated — every rule versioned, replayed and approved by someone other than the person who proposed it.
| Setting | Default | Choose from |
|---|---|---|
| Score weights | Event type 30 · thesis fit 30 · position 25 · surprise 15 | Changed only in a new rule version, after a 90-day replay |
| Alert line and page line | 60 and 85 (of 100) | Below 60: the 06:00 digest, scored and logged |
| Critical deadline | 20 min | Then page the lead PM; +20 min the head of research |
| High and Medium deadlines | High 60 min · Medium 10:00 local next business morning | High: then notify the PM · Medium: held in quiet hours |
| Quiet hours | 22:00–06:00 local | Break through only on a missed Critical deadline; opt-ins per person (Rachel Kim: every Critical, any hour) |
| On-call rota | Follow the sun: Singapore → London → New York | Delegates when out (Hyejin Park: Kenji Mori, then Min-jun Seo) |
| Confidence thresholds | Issuer match 0.90 · translation 0.85 · figure match 0.95 | Below the threshold, the item goes to review |
| Retention | 7 years | Legal hold respected; US data in the US East region, London staff in the UK region, Asia staff in the Singapore region |
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“demo” = seen in the working solution, on its sample data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (Japan Exchange Group, January 2025: 59.2% of Prime Market timely-disclosure documents in English before simultaneous English disclosure was required from April 2025; FSC Korea, December 2023: key English disclosures for large KOSPI issuers up to 3 business days after the Korean filing; DellaVigna and Pollet, Journal of Finance, 2009: a 70% higher delayed response to Friday earnings announcements; US Investment Advisers Act Section 204A and Rules 204-2 and 204A-1). Quillfield Capital and the people, issuers, funds, newspapers, brokers and identifiers named on this page are fictional: characters and sample data in the working solution.
Portfolio Alerts is portfolio alerts software for buy-side research teams: AI agents watch the news, exchange notices, regulator filings and rating actions on every stock held, in each source's own language, and alert the covering analyst with every figure cited. Seven agents read, merge, score, challenge and route each event; the analyst acknowledges, the PM decides, and a second approver releases any order.
Most stock news alerts, market alerts and company news alerts match keywords or companies for one user. Portfolio Alerts merges every report of one event into one alert, scores it against the covering analyst's own thesis pillars and the firm's position in every fund, has an agent argue against it, and gives it a named owner and a deadline. In the demo, nine reports of a rights offering became one alert, and a newspaper's wrong amount was flagged against the filing.
Yes. Watchers cover US filings such as Form 8-K items, Korean, Japanese and other Asian exchange notices, European ad hoc notices, rating actions, newswires, local press and licensed broker research — 17 source families in the demo — and read each item in its own language the minute it publishes, set beside the English. In the demo the Korean notice was read 33 seconds after filing and the first English wire came 13 minutes after the notice; over 30 days the first local-language source led the first English report by a median of 38 minutes on non-US issuers. The sample firm's portfolio monitoring covers 3,046 issuers across 214 funds and mandates.
The Materiality agent scores each event from 0 to 100: event type up to 30, thesis fit up to 30, position size and weight in each fund up to 25, and surprise up to 15. Alerts at 60 or above go to a person; below that they wait in the 06:00 digest. The Challenger then checks whether the price already moved or the news was rumored, and changes severity only with a stated reason.
The Router sets a deadline by severity — 20 minutes for Critical, 60 for High. A missed Critical deadline pages the lead PM, then the head of research 20 minutes later; a missed High deadline notifies the PM. Quiet hours are respected: a Medium alert overnight waits for the morning, and a Critical one wakes the PM only if the deadline passes. Analysts can reassign an alert to a colleague, and the deadline carries over.
Every item read, score, route, notification, read receipt, acknowledgment and decision is on the audit trail with the person or agent, the time and the version, hashed and kept for 7 years by default; Advisers Act Rule 204-2 asks for five years for most books and records. Compliance, Risk or Internal Audit can export a SHA-256 evidence pack for any alert. Restricted issuers reach Compliance only, which supports a firm's procedures on material nonpublic information.
Yes. The agents never trade, change a position, acknowledge or decide for a person, contact an issuer or send anything outside the firm. The analyst acknowledges, the PM decides with a reason code, any alert-driven order needs a second approver, and rule changes need a different approver after a replay.
The Agentic Solution Engine builds and deploys it from your requirements and documents — your sources, coverage map, thesis records, roles and rules — and it goes live once every quality gate has passed. First-time setup ends with a test alert replayed from the past; in the demo it passed end to end in 4.2 seconds with the same score, owner and deadline as the live alert. We will walk you through it on your own holdings first.
Every call read the day it reports, every claim tied to its transcript line.
1-min demoEquity Research AutomationEvery result read, modeled and noted before the open, every figure tied to its page.
1-min demoFinancial Data ExtractionEvery covered name's model refreshed the day it files, every number tied to its page.
1-min demoWe'll run Portfolio Alerts on your own holdings, coverage map and the sources your analysts read.