New feature for portfolio watchlist and monitoring

Release note

Katana Labs
,
May 11, 2020

The latest version introduces a watchlist and portfolio monitoring capability. On a daily basis, the user will be informed of how each bond is performing compared to other similar bonds. This new page is an enhancement of the upload portfolio page on settings (is replaced) with the “Monitor” page.

The new watchlist and position monitoring feature allows users to create a list of ISINs to track via a simple copy-paste mechanism. ISINs can be identified, added or removed from the monitoring list over time.

The user is informed of relative bond performance daily, gaining valuable insights to guide their trading decisions. On a daily basis, the user will be informed of how each bond is performing compared to other similar bonds. Bonds with many alerts suggesting it as a “buy” option is an indication of a relatively cheap bond and vice versa.

The ISINs are stored in your browser, with no one else having access to the ISIN list. This fully secure feature uses encrypted connections to servers to send an anonymous HTTP POST request to fetch the related ideas, which is not recorded in logs. You will be able to view which of your uploaded isins appear on other pages using the

If you would like to learn more about the full functionality of the “Monitor” or any other page you can view the Help section by clicking on this icon in the top-right corner.