Animation showing the evolution of every position held in terms of size and P&L. Conveys an intuitive grasp of the largest performance and risk drivers over time!

Apply filters to customize the period and select which strategies are included in the visualization.

Offers a concise summary of which assets had the greatest impact on yesterday’s (or last month's) P&L.

Each asset is displayed as a box.Box size reflects the absolute notional position size—the larger the box, the larger the position.

Box color indicates performance contribution—greener boxes represent assets with a higher positive impact on the portfolio’s total performance for the day.

Apply filters to select which strategies are included in the visualization.

Provides a quick overview of which assets have most impacted the portfolio performance on any day or month. The greener the cell, the higher the contribution of the asset to total portfolio performance on a given day or month.

Rows: Each row corresponds to a specific asset.

Columns: Each column represents a particular day or month.

Apply filters to customize the period and select which strategies are included in the visualization.

Provides a quick overview of which asset class has most impacted the portfolio performance on any day or month. The greener the cell, the higher the contribution of the asset class to total portfolio performance on a given day or month.

Rows: Each row corresponds to a specific asset class.

Columns: Each column represents a particular day or month.

Apply filters to customize the period and select which strategies are included in the visualization.

Provides a quick overview of which currencies have most impacted the portfolio performance on any day or month. The greener the cell, the higher the contribution of a currency to total portfolio performance on a given day or month.

Rows: Each row corresponds to a specific currency.

Columns: Each column represents a particular day or month.

Apply filters to customize the period and select which strategies are included in the visualization.

Provides a quick overview of which currencies have most impacted the portfolio performance on any day or month. The greener the cell, the higher the contribution of a currency to total portfolio performance on a given day or month.

Rows: Each row corresponds to a specific currency.

Columns: Each column represents a particular day or month.

Apply filters to customize the period and select which strategies are included in the visualization.

Provides a quick overview of which currencies have most impacted the portfolio performance on any day or month. The greener the cell, the higher the contribution of a currency to total portfolio performance on a given day or month.

Rows: Each row corresponds to a specific currency.

Columns: Each column represents a particular day or month.

Apply filters to customize the period and select which strategies are included in the visualization.

Provides a quick overview of which currencies have most impacted the portfolio performance on any day or month. The greener the cell, the higher the contribution of a currency to total portfolio performance on a given day or month.

Rows: Each row corresponds to a specific currency.

Columns: Each column represents a particular day or month.

Apply filters to customize the period and select which strategies are included in the visualization.

Provides a quick overview of which currencies have most impacted the portfolio performance on any day or month. The greener the cell, the higher the contribution of a currency to total portfolio performance on a given day or month.

Rows: Each row corresponds to a specific currency.

Columns: Each column represents a particular day or month.

Apply filters to customize the period and select which strategies are included in the visualization.

Provides a quick overview of which currencies have most impacted the portfolio performance on any day or month. The greener the cell, the higher the contribution of a currency to total portfolio performance on a given day or month.

Rows: Each row corresponds to a specific currency.

Columns: Each column represents a particular day or month.

Apply filters to customize the period and select which strategies are included in the visualization.

Provides a quick overview of which currencies have most impacted the portfolio performance on any day or month. The greener the cell, the higher the contribution of a currency to total portfolio performance on a given day or month.

Rows: Each row corresponds to a specific currency.

Columns: Each column represents a particular day or month.

Apply filters to customize the period and select which strategies are included in the visualization.

Provides a quick overview of which currencies have most impacted the portfolio performance on any day or month. The greener the cell, the higher the contribution of a currency to total portfolio performance on a given day or month.

Rows: Each row corresponds to a specific currency.

Columns: Each column represents a particular day or month.

Apply filters to customize the period and select which strategies are included in the visualization.

The Sharpe ratio compares excess returns to volatility, indicating if returns justify risk.

The Sortino ratio focuses on downside risk, providing a clearer view of performance relative to negative fluctuations.

The Calmar ratio assesses average annual returns against maximum drawdowns, revealing recovery potential from losses.

Together, these ratios help investors make informed decisions by quantifying risk-adjusted performance.

The Sharpe ratio compares excess returns to volatility, indicating if returns justify risk.

The Sortino ratio focuses on downside risk, providing a clearer view of performance relative to negative fluctuations.

The Calmar ratio assesses average annual returns against maximum drawdowns, revealing recovery potential from losses.

Together, these ratios help investors make informed decisions by quantifying risk-adjusted performance.

The Sharpe ratio compares excess returns to volatility, indicating if returns justify risk.

The Sortino ratio focuses on downside risk, providing a clearer view of performance relative to negative fluctuations.

The Calmar ratio assesses average annual returns against maximum drawdowns, revealing recovery potential from losses.

Together, these ratios help investors make informed decisions by quantifying risk-adjusted performance.

The Sharpe ratio compares excess returns to volatility, indicating if returns justify risk.

The Sortino ratio focuses on downside risk, providing a clearer view of performance relative to negative fluctuations.

The Calmar ratio assesses average annual returns against maximum drawdowns, revealing recovery potential from losses.

Together, these ratios help investors make informed decisions by quantifying risk-adjusted performance.

The Sharpe ratio compares excess returns to volatility, indicating if returns justify risk.

The Sortino ratio focuses on downside risk, providing a clearer view of performance relative to negative fluctuations.

The Calmar ratio assesses average annual returns against maximum drawdowns, revealing recovery potential from losses.

Together, these ratios help investors make informed decisions by quantifying risk-adjusted performance.

The Sharpe ratio compares excess returns to volatility, indicating if returns justify risk.

The Sortino ratio focuses on downside risk, providing a clearer view of performance relative to negative fluctuations.

The Calmar ratio assesses average annual returns against maximum drawdowns, revealing recovery potential from losses.

Together, these ratios help investors make informed decisions by quantifying risk-adjusted performance.

Displays the end-of-day value for every position in your portfolio.

Apply filters to customize the period and select which strategies are included in the visualization.

Displays the end-of-day value for every asset class in your portfolio.

Apply filters to customize the period and select which strategies are included in the visualization.

Displays the notional exposure to every currency as a % of the portfolio net equity. Both direct exposures (through outright cash positions) and indirect exposures (through assets) are included.

Apply filters to customize the period and select which strategies are included in the visualization.

Displays the cumulative value of dividends, interests both received and paid, and taxes since portfolio inception.

Apply filters to customize the period and select which strategies are included in the visualization.

Displays all deposits and withdrawals from the portfolio.

Animation showing the evolution of every position held in terms of size and P&L. Conveys an intuitive grasp of the largest performance and risk drivers over time!
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Apply filters to customize the period and select which strategies are included in the visualization.

Shows the cumulative value of transaction fees incurred since portfolio inception. Account-related fees, such as market data fees or account management fees, are also displayed when applicable.

Apply filters to customize the period and select which strategies are included in the visualization.

Shows the cumulative value of transaction fees incurred since portfolio inception. Account-related fees, such as market data fees or account management fees, are also displayed when applicable.

Apply filters to customize the period and select which strategies are included in the visualization.

Shows the cumulative value of transaction fees incurred since portfolio inception. Account-related fees, such as market data fees or account management fees, are also displayed when applicable.

Apply filters to customize the period and select which strategies are included in the visualization.

Shows the cumulative value of transaction fees incurred since portfolio inception. Account-related fees, such as market data fees or account management fees, are also displayed when applicable.

Apply filters to customize the period and select which strategies are included in the visualization.

Shows the cumulative value of transaction fees incurred since portfolio inception. Account-related fees, such as market data fees or account management fees, are also displayed when applicable.

Apply filters to customize the period and select which strategies are included in the visualization.

Shows the cumulative value of transaction fees incurred since portfolio inception. Account-related fees, such as market data fees or account management fees, are also displayed when applicable.

Apply filters to customize the period and select which strategies are included in the visualization.

Shows the cumulative value of transaction fees incurred since portfolio inception. Account-related fees, such as market data fees or account management fees, are also displayed when applicable.

Apply filters to customize the period and select which strategies are included in the visualization.

Shows the cumulative value of transaction fees incurred since portfolio inception. Account-related fees, such as market data fees or account management fees, are also displayed when applicable.

Apply filters to customize the period and select which strategies are included in the visualization.