Which of your clients got hit. Line by line, on the day it happens.
Portfolio Watch is a per-client tariff change file for small customs brokerages. Each business day we read the HTS revision, CSMS, the Federal Register, the quota bulletins and the AD/CVD moves against every code and origin your clients file under. On a day something touches your book, you get one file: which client, which line, what changed, what to report, and the source. Most days nothing moves for your book, so most days you hear nothing.
Reply to the email that brought you here Pick the one client whose stack you are least sure of, send its codes and origins, five lines is plenty, and get that client's file back. No call needed.
Why a code-level rate feed is not enough right now
Most of 2026's changes are Chapter 99 notes and CBP filing instructions, not edits to the code line. The Section 232 drone duties that took effect on September 3 put the same six 8806 codes under two headings at once, an extra 25% or 100% depending on thermal imaging the code itself cannot show, and CBP's first guidance said not to report the EU 15% heading until further notice. Your filing software applies a rate. It cannot tell you which of your clients that touches, or that a zero-duty line now needs a secondary code.
What a subscriber receives
A file by 06:00 ET on any business day a change touches your book, one section per client, plus a CSV of every affected line. On Mondays, a short summary of the dated items coming up for your clients in the next 90 days. The sample below is the file a three-client brokerage would have received on Wednesday, September 3, 2026, the day the drone duties took effect. The regulatory facts are real and sourced. The brokerage, the clients and the dollar values are illustrative.
Header. Sources read since the previous file: HTS 2026 Revision 18 change record (20 rows), all CSMS messages (one relevant, #69738151), Federal Register presidential documents and ITA notices, CBP quota bulletin QB 26-230, ACE AD/CVD deposit rates. Pairs watched 41 across 3 clients. Pairs changed that day 4. Dated events inside 90 days 3. Unchanged 34.
Client A, drone and accessory retailer (origins CN, NL)
| Line | What changed, effective Sep 3 | Delta per USD 100k entered | What to review |
|---|---|---|---|
| 8806.22.00, drones 250 g to 7 kg, origin CN | 9903.08.22, +25%, applies without thermal imaging. 9903.08.21, +100%, applies with it. | +25,000 or +100,000 | Description-dependent. Note 43(c)(3) and (c)(4) list the same six codes. Confirm thermal imaging per SKU. |
| 8806.22.00, origin NL | Note 43(d) caps EU units at 15% under 9903.08.24, but CSMS #69738151 said not to report that heading until further guidance. | +25,000 or +100,000 until guidance | Filing instruction overrides the tariff text. Until CBP opens the heading, entries fall under .22 or .21; keep entry numbers for a later correction. |
| 8807.30.00, other parts of unmanned aircraft, origin CN | 9903.08.21, +100%, only for parts for a UAS over 25 kg. Consumer-drone parts fall under 9903.08.20, no additional duty. | 0 or +100,000 | End-use dependent. A zero-duty line still needs the 9903.08.20 secondary code. |
| 8504.40.95, power supplies, origin CN | Only statistical suffix 8504.40.9580 is in scope, and only as docking-station parts. | 0 or +100,000 | Ten-digit scope. Check the suffix on every entry line. |
Client B, beef importer
No change since the Sep 1 file. Tranche 1 of the 300,000 metric ton lean beef trimmings quota opened Sep 1 under 9903.54.02 (Proclamation 11059, QB 26-230). Standing instruction: 9903.54.02 first, then the chapter 2 line. Tranche 2 opens Oct 1, tranche 3 Oct 31.
Client C, industrial hydraulics distributor (origins CN, IN, MX)
No rate change. Two dated events: the AD/CVD petition on linear hydraulic cylinders from Canada, China, India, Korea and Mexico was due for Commerce's initiation decision on Sep 8, with cash deposits possible from the preliminary determinations if initiated, and the remaining Section 301 product exclusions under 9903.88.69 expire on Nov 9, after which entries revert to the underlying 301 heading.
How it starts
Pick the one client whose stack you are least sure of and send its HTS codes and countries of origin, five lines is plenty, or a line-level ACE entry summary export for that client. We send back that client's file: each line that moved in the last two weeks, what to report, the source, and the dated items coming up. No call needed. If it is useful, we run it for the whole book.
Reply to the email that brought you here Or book 30 minutes
What it costs
- Book, $350 per month. Up to 30 importers, larger books in blocks of 30. The same-day file whenever a change touches your book, the Monday summary, and the CSV.
- Book plus letters, $900 per month. Everything above, plus a client-ready letter for every change that you send under your own name, and a quarterly stacking audit of each client's lines against the current notes.
- Month to month, cancel any time. The first client file is free.
What it is and is not
- Every line carries its public source: USITC, CBP CSMS, the Federal Register, CBP quota bulletins, ITA AD/CVD.
- Where a change depends on a product feature or end use the code does not carry, the file says so and leaves the classification call to you.
- It is not legal advice and not a classification service. You and your clients make the filing decisions.
- Your clients' code lists stay yours. They are used only to produce your file.