You can't manage what you can't see. Portfolio monitoring aggregates positions across accounts, tracks performance in real-time, and surfaces events that need attention. It's the operational foundation everything else builds on.

Multi-account aggregation is surprisingly hard. Different brokers, different formats, different update frequencies. Private investments (PE, VC, real estate) are even harder - quarterly valuations, no tickers, manual tracking. Getting to a single source of truth requires discipline.

In this topic, you'll learn to aggregate portfolios, track performance accurately, monitor events, and build dashboards that give you situational awareness without information overload.