- Audit portfolio risk on your actual holdings
Where is my portfolio most exposed?
- Rebalance a portfolio to target weights
How many shares do I buy or sell to get back to my target weights?
- Size a hedge for a portfolio or position
How large should a hedge be to offset my market exposure?
- Measure portfolio performance against a benchmark
How has my portfolio performed versus its benchmark?
- Measure your portfolio's currency exposure
How much of my portfolio depends on foreign exchange rates?
- Stress Portfolio Assumptions
Define a market scenario and investigate how it changes the case for your portfolio.
- Rebalance with new cash, without selling
How do I rebalance using only new contributions?
- Automate Portfolio Management
Define eligible holdings, targets and limits. Automate authorized portfolio work.
- See Your Connected Portfolios
Bring supported brokerage holdings into one workspace for research and allocation.
- Read What Changed For Holdings
Focus the daily research on developments relevant to your portfolio and its assumptions.
- Allocate Around Your Goals
Set objectives, cash needs and concentration limits. Review the allocation they imply.
- Put Portfolio Cash To Work
Allocate available cash across your chosen holdings while preserving your cash reserve.
- Model Decisions On Your Book
Bring current holdings, cash and portfolio objectives into research and decision review.
- Trim Oversized Positions
Identify holdings above your chosen cap and inspect the proposed position reductions.
- Build The Stock Allocation
Develop a stock portfolio around your selected companies, allocations and constraints.
- Schedule Stock And ETF Buys
Choose eligible securities, a schedule and spending limits for recurring purchases.
- One Model, Every Client
Change your model once. Prepare sized order proposals for each linked client account.
- Deliver The Investment Context
Organize client-facing investment research and reports in a permissioned portal.
- Plan The Mandate Transition
Compare in-kind transfer and liquidation. Reconcile positions with custody receipts.
- See The Impact On Holdings
Bring an article and holdings. Trace the evidence into affected positions and questions.
- Your Portfolio, Inside Excel
Use portfolio, exposure and indicator formulas in Excel. Import a selected holdings range.
- Your Book In Google Slides
Insert portfolio state in Docs or Slides. Refresh it and analyze selected commentary.
- Portfolio Data In Your Deck
Insert your portfolio state in Word or PowerPoint and refresh it from Market Ontology.