Watch 100 companies, and never lose the ones past the line

You export your portfolio from your brokerage, your cap table tracker, or the spreadsheet you've been maintaining since 2021. It's 118 names. You forward the whole thing to Marvin and ask him to watch it.

Here's the question that should worry you about any software you do this with: what happens to name number 101?

For a lot of tools, the answer is nothing visible. They take the file, watch what they can, and quietly drop the rest. You find out three weeks later when a holding you forwarded never shows up in a single brief, and you can't tell whether you fat-fingered the ticker or the product just decided your list was too long.

We think that's a small betrayal, and this week we fixed both halves of it.

The list got longer

The Pro plan now watches 100 companies, up from 50. If you're tracking a real book of public positions, angel investments, and companies you're diligencing, 50 was tight. 100 covers most working portfolios without a thought.

The other tiers stay where they are: Standard watches 25, Business watches 500, and the catalog goes up from there for funds tracking the whole market. The point of the bump is that the plan most individual investors are on now fits the list they actually have.

And the line stopped being silent

The bigger change is what happens when your list runs past whatever your plan covers. Say you're on Pro and you forward 118 names.

To: marvin@ccmarvin.com

Hi Marvin,

here's my full book, 118 names, attached as a CSV. Set up a daily brief on anything material across all of them.

Marvin watches the first 100, saves every one of the other 18, and then, instead of going quiet, he tells you precisely where you stand:

From: Marvin marvin@ccmarvin.com

Hi Dana,

Got it. I've saved all 118 companies and I'm actively monitoring the first 100 for your daily brief. The remaining 18 are stored safely, but they won't appear in the brief until your plan covers them.

If you want all 118 watched, the Business plan covers up to 500 companies. The moment you upgrade, the other 18 switch on automatically. Nothing to re-upload.

Your first brief lands tomorrow at 7am.

Sincerely, Marvin

No detective work. You know the number that's live, you know the number that's parked, and you know exactly which plan would cover the whole thing. The decision to upgrade is yours, made with the real figure in front of you instead of a surprise gap weeks down the line.

Stored, not truncated

The word that matters in that reply is saved. The names past your cap aren't thrown away and they aren't asking you to re-send the file later. They sit in your portfolio, dormant, in the same order every time.

That ordering detail is deliberate. Marvin sorts your list deterministically and watches a stable prefix of it, so a name that's being watched today stays watched, and a re-upload of the same list never reshuffles which companies are live. The day you move up a tier, the parked names light up on their own. The day you trim your list back under the cap, everything you kept is already there.

You never lose a company by crossing a line. You only ever defer when it starts getting watched.

Why we bothered

This is a small feature with an outsized effect on trust. The whole pitch of handing your portfolio to an assistant is that you stop having to babysit it. That falls apart the instant the tool drops something without telling you, because now you're back to manually auditing whether your watchlist is actually complete.

Honest software does the unglamorous thing: it tells you the truth about its own limits, in the same reply, before you've had a chance to wonder. "I'm watching 100 of your 118, here's how to get the rest" is a sentence that costs us a little (it names a ceiling out loud) and earns a lot (you never get quietly shortchanged).

How to try

Forward your portfolio to marvin@ccmarvin.com, in whatever shape you already have it: a CSV, a pasted list, a screenshot of your positions. Ask for a daily brief. If your list is longer than your plan watches, Marvin will tell you the exact split and what covers the rest, and your first brief arrives the next morning.

New to this part of the product? The complete portfolio tracking guide walks through the formats Marvin accepts and how to tune the brief once it's running.