PortfolioAnalytics
Real-time portfolio performance and analytics dashboard for data-driven decisions
1M+
Data Points
Real-time
Update Frequency
50+
Visualizations
10+
Export Formats
Advanced Analytics
Transform data into actionable insights with our comprehensive analytics suite
Real-time Dashboard
Live portfolio performance monitoring with customizable views
Performance Attribution
Detailed analysis of returns by asset, sector, and strategy
Asset Allocation
Dynamic allocation tracking and rebalancing suggestions
Historical Analysis
Comprehensive historical performance and trend analysis
Benchmark Comparison
Track performance against custom and standard benchmarks
Instant Reports
Generate detailed reports and insights in seconds
Performance Metrics
Track every aspect of portfolio performance with industry-standard metrics
Total Return
Annualized Return
Volatility
Alpha
Beta
Information Ratio
Tracking Error
Maximum Drawdown
Calmar Ratio
Sortino Ratio
Treynor Ratio
Jensen's Alpha
Intuitive Dashboard
Visualize your portfolio performance with our professional-grade dashboard
Key Features
- Customizable widgets and layouts
- Interactive charts and graphs
- Multi-timeframe analysis
- Drill-down capabilities
- Export to Excel, PDF, CSV
Reporting
- Automated daily/weekly/monthly reports
- Custom report builder
- Client-ready presentation formats
- Regulatory compliance reports
- White-label branding options