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2 posts tagged compliance.
2 posts
Portfolio Audit Trail: Every Decision, Timestamped and Queryable
Regulated managers need an audit trail. The Audit Trail card on alphactor.ai records every trade, rebalance, alert, and note into one timestamped log you can export.
#audit-trail#compliance#portfolio
Custom Compliance Rules: Build Guardrails for Your Portfolio
How to use Alphactor's compliance rules to enforce position limits, sector caps, and risk thresholds automatically across your portfolios.
#features#compliance#portfolio