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80+ visualizations. Intuitive and insightful.
Portfolio Composition
Performance
Performance Attribution
Risks
Asset-Specific
Other
Portfolio-level
Strategy-level
Asset-level
Portfolio Composition
Position breakdown history
Asset class breakdown history
Currency breakdown history
Animated portfolio history
Cash flow history (incl. dividends, transaction fees, etc.)
Deposit and withdrawal history
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Portfolio-level
Strategy-level
Asset-level
Performance
Performance summary
Net equity vs. cumulative net deposits
Cumulative P&L (realized & unrealized)
Net Asset Value (NAV) or Value Added Daily Index (VADI) vs. benchmark
Net Asset Value (NAV) or Value Added Monthly Index (VAMI)
Returns (daily, MTD, QTD, YTD and ITD)
Rolling returns (3, 6, and 12-month)
Risk-adjusted returns (Sharpe, Sortino, Calmar)
New
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Portfolio-level
Strategy-level
Asset-level
Performance Attribution
By position (daily and monthly treemaps and heatmaps)
By asset class (daily and monthly heatmaps)
By currency (daily and monthly heatmaps)
Animated portfolio history
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Portfolio-level
Strategy-level
Asset-level
Risks
Leverage
Asset correlation
Asset concentration (Herfindahl-Hirschman Index, top 5 notional)
Marginal contribution to risk (MCTR)
Volatility (annualized, 3 and 12-month rolling)
Drawdowns
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Portfolio-level
Strategy-level
Asset-level
Asset-Specific
Average cost price vs. market price
Buy, sell and corporate action flags
Position size history
Corporate action finder
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Portfolio-level
Strategy-level
Asset-level
Other Features
Mulitmedia investment notes
Shared collaborative access
Custom home dashboard
Custom PDF reports
Custom price feeds
Reconciliation tool
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Learn more about our most popular feature
"Animated Portfolio History"
