# Portfolio Monitoring > Know what changed across your portfolio. Nimble agents check the live web for funding, leadership, layoffs, lawsuits, distress and deals at each company you hold, and return a dated, sourced digest, worst first. Interactive demo: https://www.nimbleway.com/demos/portfolio-monitoring ## Know what changed across your portfolio this week Add the companies you hold. Nimble agents check the live web for what changed at each one and list it worst first, dated and sourced. ## Examples to try - "What changed at my portfolio companies this month?" ## Set it up in your agent The Nimble skill for this use case: https://docs.nimbleway.com/skills/portfolio-monitoring/SKILL.md Prompt to paste into your agent: ```text Be my portfolio monitoring assistant using Nimble. Follow https://docs.nimbleway.com/skills/portfolio-monitoring/SKILL.md. ``` Get an API key: https://online.nimbleway.com/signup ## The most accurate & efficient web search for portfolio monitoring We asked Opus 5.5 what changed at hundreds of private and public companies: funding, leadership, layoffs, lawsuits, deals and distress. It ran once with each web search provider, and every answer was checked against a hand-verified ground truth. We tracked accuracy and the total cost of getting there, including search fees and tokens. Benchmark code and data: https://github.com/Nimbleway/portfolio-monitoring-benchmark ## What you get A digest of what changed at each company you hold, researched on the live web. Each company gets a status (Needs attention, Watch or Steady) and one line on what changed. Each event carries the date it happened (not the article date), a category, a severity (high, medium or low) and a source URL. Only events inside the window count: re-reported old news and press-release filler are left out, and the digest lists what it left out and why. If nothing material happened, the company comes back Steady with an empty list. ## What it watches | Group | Topics | |---|---| | Money | Funding & valuation, Financial distress, M&A | | People | Leadership, Hiring & layoffs | | Business | Product & partnerships, Customers & contracts | | Risk | Legal & regulatory, Reputation | All topics except Reputation are on by default. The window is the last 7, 30 or 90 days. The demo checks each company with its own agent, all in parallel, and sorts the digest worst first. It exports as CSV and can draft an LP update or a board note from the results. ## Inputs | Input | Required | Example | |---|---|---| | Holdings | Yes | Names or tickers, or a list | | Since | No | A date in YYYY-MM-DD. Defaults to 30 days ago | | Materiality rule | No | For example "ignore product launches". Defaults to the template's rule | ## Run it yourself The Nimble skill for this use case runs the Nimble agent template `portfolio-monitoring`: https://docs.nimbleway.com/skills/portfolio-monitoring/SKILL.md - Create the agent once: `nimble_agents_create(template="portfolio-monitoring", agent_name="portfolio-monitoring")` - Run it: `nimble_agents_run(agent_name="portfolio-monitoring", input="Check () for material events since ", effort="medium")` - Effort: the skill runs the template at medium effort (about 1-3 minutes), even when the template's own default is different. Ask for low, medium, high or x-high to run another. One holding per run. For a portfolio, run one per holding in parallel. To apply your own materiality rule, add one line to the input. Keep only events strictly after the since date, since events on the date itself can slip in. To keep watching, schedule the run and pass the last run date as the new since date. ## When to use it, and when not to Use it for "what happened at [holding]", "monitor my portfolio", "material events", "check my holdings since" or "portfolio news" requests. - For changes at sales accounts, use Account Signals: https://www.nimbleway.com/demos/account-signals.md - For a full credit view of one company, use Credit Risk: https://www.nimbleway.com/demos/credit-risk.md - For a deep look at one holding, use Due Diligence: https://www.nimbleway.com/demos/due-diligence.md ## Sample result From the demo's recorded run on Mercury (mercury.com), all default topics, a 30-day window since 2026-10-11, high effort, recorded 2026-11-10. Status: Watch. Summary as recorded: "Two product launches — Mercury Payroll (Oct 20) and AI-agent money movement via MCP (Oct 15); no funding, leadership or legal changes." | Date | Category | Severity | Event | |---|---|---|---| | 2026-10-20 | Product & partnerships | medium | Mercury launched Mercury Payroll, an AI-native payroll product handling tax and compliance in all 50 states, free through Dec 31, 2026 then $100/month plus $50/month per person paid. | | 2026-10-15 | Product & partnerships | medium | Mercury launched actions on its MCP, letting AI agents like ChatGPT and Claude queue money moves (transfers, vendor payments) that complete only after human approval. | Sources include https://www.businesswire.com/news/home/20261020220473/en/Mercury-Launches-AI-Native-Payroll and https://finance.yahoo.com/small-business/articles/mercury-launches-ai-native-payroll-150000778.html The run also left out 5 items, each with a reason: news dated before the window, and analysis re-reporting an earlier round rather than a new event.