AtradianAnswers
Short, direct answers to the questions investors ask about monitoring a portfolio, reading filings and using AI for research, with where Atradian fits in.
Answer · Portfolio monitoring
How do I monitor my portfolio without checking it every day?
Set rules in advance, review on a fixed schedule, and let a monitoring tool flag only the changes that break your rules or your thesis. Here's a routine that works without daily checking.
Answer · Rebalancing
When should you rebalance a portfolio?
Rebalance when holdings drift far enough from your targets to change your risk, not on a daily schedule. Calendar and threshold rebalancing are the two common approaches, with costs and tax to weigh.
Answer · Concentration risk
How do I check whether my portfolio is too concentrated?
Check the weight of your largest holdings, the top-five share, sector weights and look-through exposure through funds you own. Concentration can hide in ETFs as well as single stocks.
Answer · AI and research
How should you use AI for stock research without being misled?
Use AI to gather, summarise and challenge research, not to make the decision. Check every figure against a primary source, confirm dates, and prefer tools that show their sources and dates.
Answer · Stock research
What should you check before buying a stock?
Check the thesis, filings and results, valuation, insider and ownership activity, recent news, the market regime, liquidity, position size and the conditions that would make you sell.
Answer · Congressional trades
How late are congressional stock trade disclosures?
Members of Congress generally must report securities trades within 45 days, so the public usually learns of a trade weeks after it happened. Here's what that lag means and how to read a congressional trade record.
Answer · 13F filings
What do 13F filings show, and how late are they?
A 13F is a quarterly report that large investment managers file with the SEC, listing their long US equity positions as of quarter end. It is published up to 45 days after the quarter ends, so it is always a snapshot from the past.
Answer · Insider transactions
What does insider buying signal?
Insider purchases can suggest that executives or directors see value, but insider sales are often less informative. Here's how to read Form 4 filings, which are due within two business days.
Answer · ETF overlap
How much ETF overlap is too much?
There is no universal ETF overlap threshold. Measure the shared weight between funds, then decide how much duplication you accept. Here is how to calculate it and when it matters.
Answer · 13F filings
How to read a 13F
A 13F lists a fund manager's US-listed equity holdings at quarter end. Here is how to read the columns, compare two quarters, and avoid the common mistakes.
Answer · Insider dealings by market
Where to find insider dealings on ASX, LSE, TSX and Xetra
Each market publishes director and insider trades differently. Here is where to find them on the ASX, London Stock Exchange, TSX and Xetra, the typical filing deadlines, and what to check.
Answer · AI signal calibration
How to read a reliability diagram for AI signals
A reliability diagram shows whether an AI signal's stated confidence matches how often it was right. Here is how to build one from a signal log, read the gaps, and spot too few samples.