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The Portfolio Monitor scans scheduled monitoring items and checks
whether any
portfolio actions are due. The current status text above comes from the monitor
service itself.
Universe refresh automation: the same worker also runs the
Universe Adjuster, which refreshes universe-related asset metadata,
clears the lookup universe cache, and then repopulates downstream asset caches.
Its automatic schedule is Saturday at 9:00 PM UTC.
Start Service writes a force-run event so the monitor executes immediately
instead of
waiting for its normal schedule. That same manual trigger also queues the
Universe Adjuster, so this is the operator action to use when you
need the universe refresh process to run now.
Stop Service writes a stop event for the monitor worker.
The lookup universe itself is cached separately. If that cache entry is missing,
expired, or explicitly cleared, the next lookup request rebuilds it from the
Asset table automatically.
Use this console when you want to inspect or trigger the monitor manually without
waiting for
its next automatic pass.
Refresh Items loads the current monitor work queue into the grid below.
Each row shows the Portfolio Id, the monitor's Next Trigger
Action,
and the most recent Last Scan time.
This is a read-only inspection view. It is the fastest way to confirm whether the
monitor is
carrying the expected portfolios and whether scan times are moving forward.
Use this panel for observation first, then intervention if needed.
Refresh the grid, verify the relevant portfolio is present, inspect the next trigger
action,
and only then force a run.
If the service status looks stale or the grid is not updating, that points to the
monitor
worker rather than to the portfolio data itself.
This console is for repairing broken or suspicious time-series
state.
Show Asset Data Integrity Events Table loads the current Asset Data
Integrity event list.
After the grid loads, you can inspect symbols, open charts, review affected
portfolios,
and run targeted repair actions from the grid itself.
Start here whenever you suspect missing prices, duplicate events, stale portfolio
P&L,
or an asset that failed an integrity rule.
Use these inputs for focused maintenance when you already know the exact portfolio
or symbol.
Recalculate Portfolio P&L reruns the profit-and-loss
calculation for one portfolio id.
Use this after repairing a portfolio's underlying time series or when one portfolio
is visibly wrong.
Add Asset Symbol queues a specific asset symbol into the integrity
workflow.
Use it when a symbol exists logically but needs to be registered into the integrity
event process.
These are broad repair tools and should be used more carefully than the
selected-item actions.
Recalculate sub instances amount to invest refreshes
managed-portfolio allocation values.
Remove duplicate events cleans duplicate Asset Data Integrity
records from the event store.
Recalculate all portfolios P&L's is the broadest operation on
this page and should be used
when a system-wide P&L refresh is truly warranted.
The Notifications Console is the operator view for notification
generation and inspection.
Start Service writes a force-run event for the notification worker.
Stop Service writes a stop event for that worker.
Use these controls when notifications need to be processed immediately or when you
need to halt
notification generation while diagnosing an issue.
Enter one user email to work at the individual-user level.
Analyze notifications for the selected user queues the notification
engine for just that user.
Refresh Notification Items for Selected User loads the current
notification event history for that email into the grid below.
This is the right panel for debugging why one user did or did not receive expected
notifications.
Refresh Notification Items loads the full notification event history across
all users.
The grid shows message text, event timestamp, event type, processed state, and user
email.
Use this view to spot broad failures, confirm that events are being generated, or
compare behavior
across users before narrowing to one specific account.
The nightly price update runs automatically every day at 10:00
PM UTC (6 PM ET).
It refreshes Tiingo price history for every asset in the Asset table. A full run takes
2–4 hours.
Start Service triggers an immediate full run outside the normal schedule.
Use only when you need data urgently — it is resource-intensive.
Stop Service writes a stop flag. The current processing batch will complete
before halting.
Pause Schedule suspends all automatic timed runs without stopping anything in
progress.
Manual force-runs still work while paused. Use this to safely inspect the database
between
operations. Click Resume Schedule when ready to restore normal scheduling.
Next scheduled: loading…
Triggers an immediate Tiingo price history refresh for a single ticker
without waiting for the nightly run. The asset must already exist in the
Asset table.
To register a brand-new ticker (one not yet in the system), use
Add Asset Symbol in the Time Series Integrity Console instead.
That queues an ADI event; this button does not.
Time Series Integrity Check
Runs automatically every Sunday at 8:00 AM UTC.
Compares each asset’s price row count in the database against Tiingo.
Assets with significant discrepancies have their history deleted and re-fetched
on the next nightly run. Safe to trigger manually at any time.
Next scheduled: loading…
Discover New Assets (IPO / ETF)
Runs automatically on the 1st of each month at 6:00 AM UTC.
Pulls Tiingo’s full securities universe (~100k tickers), diffs against
the local Asset table, and registers any net-new US-listed equities and ETFs.
Add-only — never overwrites existing rows.
New assets are picked up by the next nightly price update automatically.
Next scheduled: loading…