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What Follows Tell You (and What They Never Will)
A Moneyta follow fires when the filings change: a manager files a new 13F, a tracked institution moves in a stock you watch, or a company rewrites its risk factors. It never fires on price. Here is exactly what triggers a notification and why the quiet design is deliberate.
What fires a notification
You can follow two kinds of things: a stock, or a fund manager. Every notification traces to a regulatory filing:
- A manager you follow files its quarterly holdings report with the SEC. The notification summarizes what changed against their immediately prior quarter: positions opened, positions exited, and continued positions that grew or shrank materially.
- A large tracked institution opens, exits, or materially changes a stock you follow in its latest holdings filing.
- A company you follow files a 10-K or 10-Q that adds, removes, or rewords its risk factors. Companies describe their own dangers under legal obligation; a changed answer is worth a look.
When several things happen on the same night, you get one collapsed notification, not one per filing. During filing season, when thousands of managers file in the same week, that difference is the difference between a useful signal and a buried one.
What never fires, on purpose
Follows never fire on price moves, news volume, or analyst ratings. Price alerts already exist in Alerts, with thresholds you control. Mixing the two would turn every follow into one more source of daily noise, and the filings signal would drown in it. A follow is quiet for weeks at a time because filings arrive quarterly. That quiet is the design working.
Notifications arrive in the app only. Email reach comes from the weekly digest, which rolls the week's follow events into one message. Nothing ever sends an instant email.
The honest limits
- Quarterly holdings filings arrive up to 45 days after quarter end. A notification about a manager's move describes what they held then, not what they hold today.
- These filings disclose long US-listed positions only. An exit in a filing can be a real sale or a move the form cannot show.
- Every event links to its source so you can read the filing yourself.
How the quarterly holdings filings work covers the disclosure rules behind all of this. Educational information, not investment advice.