Added in v2 · your asset classes · risk analysis (Sharpe, beta, correlation, factor & size, stress replays, liquidity) · firm-level view · issuer concentration
Portfolio lens — applies across the whole view (indicators, performance, allocation, custodians)
Performance Indicators
Performance Over Time
Annualised return (% per year) — portfolio (blue) vs. its 6.3% target (dashed) and the composite benchmark (amber). Higher is better. Reflects the Portfolio lens above.
Portfolio (All assets)Annualized Target (6.3%)Composite benchmark (Weighted avg.)
Portfolio Risk Analysis
Added in v2 — the risk view from your list: risk-adjusted return, market sensitivity, cross-asset correlation, factor & size tilts, stress replays and the liquidity profile. All computed in the curated layer.
Factor tiltsPortfolioBenchmark
Market cap splitPortfolioBenchmark
Correlation across asset classestrailing 24 months
Stress testing — historical replayssimulated P&L on today's book
Liquidity profiletime to convert to cash, at current market depth
Portfolio Allocation vs. Strategic Allocation
Actual weighting in each asset / currency against SIPO targets.
Actual allocationAllowable rangesStrategic Allocation
Portfolio Allocation Over Time
Asset and Currency Allocation
Pick an asset class to highlight its row against the rest.
Custodian Breakdown
Firm Level View
Added in v2 — the firm through one lens: assets, revenues, net new money and where the concentrations sit.
Concentration — counterparty · issuer · underlyingincl. structured-product issuer risk & deposits
Breach & Notification Panel
Notifications reflect live SIPO checks — use the filter above to narrow by severity.
Added in v2 · sleeve = your "Equity" class (34%) · Sharpe & beta · return std-dev per holding
Portfolio lens — applies across the equity view (indicators, performance, holdings)
Performance Indicators
Performance Over Time
Annualised return (% per year) for the equity sleeve — portfolio (blue) vs. its benchmark (amber). Reflects the Portfolio lens above.
Portfolio (Equity sleeve)Benchmark
Country Weight vs. Benchmark
Actual weightBenchmark weight
Sector Weight vs. Benchmark
Actual weightBenchmark weight
Instrument-Level Table
Dividends Collected vs. Withholding Tax Paid
Withholding Tax PaidDividends Collected