> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio tracking

> Monitor positions, track performance, and analyze portfolio risk in Sourcetable.

Once you've connected Robinhood, Sourcetable can pull your portfolio data and provide ongoing analysis.

## Viewing your portfolio

Ask the AI:

* "Show me my current positions"
* "What's my portfolio value?"
* "List my holdings with current prices and P\&L"
* "Show my trade history for the last month"

## Performance analysis

* "What's my portfolio return this year?"
* "Compare my performance against the S\&P 500"
* "Which positions are contributing the most to my returns?"
* "Show my portfolio's Sharpe ratio"

## Risk analysis

Use the risk management tools on your actual portfolio:

* "What's the VaR of my current portfolio?"
* "Stress test my holdings against the 2020 COVID crash"
* "Run a Monte Carlo simulation for my portfolio over the next year"
* "Show the correlation matrix of my holdings"

See [risk management](/quant/risk-management) for more details on available risk tools.

## Portfolio optimization

Ask the AI to suggest allocation improvements:

* "How should I rebalance to maximize the Sharpe ratio?"
* "What should I add to improve diversification?"
* "Am I overexposed to any sector?"

## Automated monitoring

Set up automated reports to track your portfolio over time:

* "Create a daily summary of my portfolio positions and P\&L"
* "Set up a weekly report comparing my performance to benchmarks"

See [automated reporting](/ai/automated-reporting) for details on recurring reports.