Portfolio Insights

Get an overview of all your research and metrics relating to your portfolio

PORTFOLIO WORKBENCH

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.

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PORTFOLIO ANALYTICS

Display your portfolio positions and aggregates in an easily digestible manner

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  • Gain insight into your portfolio characteristics against the benchmark.

  • Perform aggregates and filters against any metric of your choice.

PORTFOLIO NOTES

Capture your portfolio decision-making process

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  • Document and keep track of your trade decisions for each portfolio.

  • Easily access all your research notes for companies held in your portfolios.

PORTFOLIO GROUPS

Group similar portfolios for tracking and comparison

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  • 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

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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