Portfolio management
Portfolio briefings on demand
An assistant keeps a running brief on each holding, from the research and notes your team already has.
Example workflowThe work
Analysts track many positions, and context lives in individual heads and inboxes.
How it runs in Enact
Each holding or theme gets a channel.
A research assistant compiles notes, filings and prior discussion into a brief.
The Memory Graph links related holdings and past decisions.
Before a review meeting, ask for an updated briefing across the portfolio.
What stays with your team
Investment decisions stay with your investment team. Enact prepares research; it doesn't give advice.
- Works with
- Snowflake
- Notion
portfolio