Analyze Portfolio Performance, Attribution & Risk with Treemap Data Visualization Software

Panopticon's Portfolio Performance, Attribution & Risk Solution is an advanced BI Dashboard that allows managers to view aggregated risk and performance data from all funds under management right down to the constituent level of a single portfolio.

The solution supports collaboration within organizations as well as presentation of complex performance and risk data in intuitive ways. The software's flexibility and ability to handle large amounts of data from multiple databases make it a great fit for managing complex funds that hold a variety of instruments.

The solution allows users to understand precisely the drivers of performance and risk - much faster than is possible with traditional methods - and enables business users to take immediate action on important findings. It lets you see all details of a portfolio in a single view and easily switch to view additional portfolios. You can drill all the way down to see details about the underlying instruments or aggregate up to the level you're most interested in. Analyze portfolio relative contributions, filter out constituents that do not merit attention and bring up complete details on those that do.

This tutorial uses a Dashboard built using Panopticon EX but the same concepts and procedures apply to our Developer SDK. With the Developer SDK, you can embed these same tools into your own enterprise application.

Category:

Science & Technology

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