Get an overview of all your research and metrics relating to your portfolio
Create custom dashboards that reflect your internal research insights at the portfolio level
Set up custom views that highlight your unique research process.
Visualise your top holdings and key portfolio information at a glance.
Display your portfolio positions and aggregates in an easily digestible manner
Gain insight into your portfolio characteristics against the benchmark.
Perform aggregates and filters against any metric of your choice.
Capture your portfolio decision-making process
Document and keep track of your trade decisions for each portfolio.
Easily access all your research notes for companies held in your portfolios.
Group similar portfolios for tracking and comparison
Track your broader investment strategies by grouping your portfolios.
Select a model portfolio for each of your investment strategies.
THE QUALITY OF CALIBRE
20+ years experience in equity research management systems
ISO27001 certified to ensure the security of your data
Development team committed to innovating and providing solutions
Dedicated relationship and implementation managers
Boutique, nimble company adapting to clients' needs