Added in v2 · your asset classes · risk analysis (Sharpe, beta, correlation, factor & size, stress replays, liquidity — Day-2 preview) · firm-level view · issuer concentration
Portfolio lens — drives the indicators and the performance view; each section below has its own controls
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 time-to-unwind (the bucket liquidity profile is a Day-2 preview). All computed in the curated layer; illiquid sleeves enter risk stats on unsmoothed marks, not lagged NAVs.
Style & momentumstyle boxes sum to 100% · momentum overlaps (top-quintile share)PortfolioBenchmark
Market cap splitPortfolioBenchmark
Correlation across asset classestrailing 24 months
Stress testing — historical replayssimulated P&L on today's book
Liquidity — time to unwindbucket profile shown as a Day-2 preview · illustrative
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 — the Performance Indicators at the top re-cut to match.
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