Bot Ops Retainer

Portfolio Monitor OpsStand up daily ±5% alerts, a weekly Friday HTML dashboard, and a regenerable portfolio monitor — tooling and reporting ops, not investment advice.Who it's for
Indie portfolio managers, family-office ops leads, and prop-shop assistants who need reliable monitoring and reporting infrastructure without building it in-house — and without advisory entanglement.What's included
• Daily ±5% move alerts — configurable threshold rules on positions / marks you supply
• Weekly Friday HTML dashboard — regenerable pack you own and can re-run
• Portfolio monitor templates — alert rules, report shells, and ops runbooks
• Setup + handoff — initial stand-up, documentation, and regenerable workflow
• Ongoing ops support (retainer) — rule tweaks, dashboard refreshes, light maintenanceDeliverables are templates, alert rules, and regenerable HTML the client owns.What's excluded
• No trade recommendations or portfolio construction advice
• No Interactive Brokers (or other broker) login sharing
• Client brings own data / CSV marks
• Not an RIA; not investment advisory services
• No performance claims tied to any personal bookHow it works
1. Scope call — confirm data sources, alert thresholds, and dashboard fields
2. Stand-up — templates, alert rules, and first regenerable HTML pack
3. Validate — dry-run on your sample / illustrative marks
4. Handoff — you own the regenerable workflow and docs
5. Maintain (optional) — retainer for updates and Friday pack refresh suppoPricing (indicative)
• Monthly retainer: $1.5k–$3k / month
• Setup + maintenance: $5k–$10k setup + $1k / month maintenanceBands are provisional and finalize on scope (data volume, alert complexity, dashboard depth).Ops tooling, not investment advice. Bot Ops Retainer provides monitoring templates, alert rules, and regenerable reporting packs only. It does not recommend securities, allocate capital, or act as an investment adviser. Past or sample / illustrative simulator outputs are not offers or performance claims.Next step
Reply or book a short scope call — [email protected] or via Charles / Chief of Staff.rt