Portfolio Goals
Lightweight balance watchers: set a target, opt into tracking, and receive progress signals—without automated trading or funds leaving your plan unless you act.
At a glance
What this gives you
Intentional targets
Express where you want balances or growth to land.
Background awareness
The platform watches drift while you focus elsewhere.
Non-interfering design
No mechanic here executes trades or moves assets by itself.
Simple loop
How tracking behaves
Goals translate into a reference point—often a balance threshold or growth posture. As your portfolio changes, the service evaluates progress and can surface notifications when milestones approach.
- You opt in to notifications
- No forced actions or rebalancing trades
- Purely informational awareness
Notifications
Alerts reduce the need to idle on dashboards—a nudge when things materially cross your defined interest zone.
Boundaries
This feature does not promise outcomes or manage risk for you. It observes and reports based on rules you configure alongside official product documentation.
Typical uses
- Long-horizon accumulation markers
- Savings or capital targets with personal meaning
- Gentle accountability without strategy micromanagement
Awareness without noise
Let progress surface when it matters—instead of refreshing charts on impulse.
Progress you can feel, not chase
Markets will always move; goals help you see distance traveled without forcing trades every time sentiment wiggles.
Clear framing
Translate abstract “success” into numeric intent.
Low-touch monitoring
Automation stays observational—decisions remain yours.
Timely nudges
Hear about progress rather than hunting for it.
Psychological ease
Reduce obsession loops with structured cues.
Long-term lens
Helps maintain orientation across volatile stretches.
Controlled scope
Stays inside informational territory—no surprise orders.