What parts of portfolio tracking do you wish were automated?

Thoughts?

I'm trying to figure out which parts of managing my investments actually need my attention vs. what could be automated.

Like, I don't want a trading bot making decisions for me, but I do want to know when something important happens - maybe when one asset class is way outperforming others, or when my rental income crosses a certain threshold compared to my W-2, or when I'm getting too concentrated in one stock.

What kind of alerts or insights would actually be useful to you? What do you currently track manually that feels tedious but important?

Posted Dec 9, 2025, 8:57 AM UTC

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