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#

ConditionActionProfit >30% + RSI >75 + pullback >5%Take-profit alertLoss >25%Stop-loss alertRSI >80 + profit >20%Reduce positionPullback >10% + RSI <35Add positionAny position >30% of portfolioRebalance 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

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Know your positions. Control your risk.