Portfolio Health Check
Monitors your entire trading portfolio across multiple asset classes with automatic P&L calculation, risk alerts, and rebalancing recommendations.
Features
- Multi-Asset Coverage: Crypto (OKX), US stocks (Yahoo), A-shares (Sina)
- P&L Tracking: Realized + unrealized per position and total
- Stop-Loss Monitor: Triggers when loss >25%
- Take-Profit Alert: Triggers when profit >30% + RSI >75
- Rebalancing Signals: Position size drift detection
Alert Triggers
| Condition | Action |
|---|---|
| Profit >30% + RSI >75 + pullback >5% | Take-profit alert |
| Loss >25% | Stop-loss alert |
| RSI >80 + profit >20% | Reduce position |
| Pullback >10% + RSI <35 | Add position |
| Any position >30% of portfolio | Rebalance warning |
Exchange Support
- OKX (crypto perpetuals)
- Yahoo Finance (US stocks)
- Sina Finance (Chinese A-shares)
Premium Version (Coming Soon)
- Real-time push notifications (Telegram/WeChat)
- Weekly performance report
- Custom alert thresholds
- Multi-portfolio management
Know your positions. Control your risk.