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
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Set up custom views that highlight your unique research process.
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Visualise your top holdings and key portfolio information at a glance.
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.
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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.
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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.
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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