Agent library / Portfolio oversight / Cash and position monitoring
Cash and position monitoring
Each morning PitCrew checks cash in every account against your targets and against what is coming up, such as withdrawals, fee debits and RMDs, and flags accounts that will run short.
When it runsEach morning
Who approvesThe trader and the advisor
Works withPosition data, CRM
How it works
4 steps. A person decides at the end.
- Reads positionsFrom the latest position data
- Checks what's comingWithdrawals, fee debits, RMDs
- Flags shortfallsAnd cash well above target
- A person approvesTrader reviewsDecides what to raise or invest
What it reads and what it produces
Reads
- Daily position data
- Upcoming withdrawals and fees
- Cash targets
Produces
- A daily cash list
- Accounts at risk of running short
- Accounts holding too much cash
Rules it follows
- Never tradesThe trader decides.
- Warns on stale dataIf the position data is old, it says so.
Questions firms ask
Last updated: October 2026
Where does the account data come from?
From the custodian and portfolio data your firm already receives each day, such as positions, balances and transactions.
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
More in Portfolio oversight
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Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.