This component provides you with a summary report of your portfolio. Using it you will be able to analyze the main statistics and information of your portfolio.

At the top of the component you will see the information about the current situation of your portfolio and, also, a brief performance and risk analysis.

Below the component’s header, you will find a visualization of the historical evolution of your portfolio. You will be able to select different time frames to evaluate your portfolio’s behavior in each period.

This component also allows you to know the exposure of your portfolio grouped by different classifications such as region, asset type, risk family or currency.

At the bottom, it is possible to analyze the 5 highest-weighted positions of your portfolio. It provides you with more information about each position such as its risk family, currency, asset type, among others.

Intelligence

The component calculates all the information using only the nav and the current positions of your portfolio.

Where to use it?

This component can be used in a multitude of applications. Here are some examples:

• A client's private area so that they can carry out a brief summary of their portfolio.
• Internal application for managers to make a brief analysis of their portfolio.
• Anything that you come up with.

Subcomponents

portfolio-summary-report-header analysis-returns analysis-exposures analysis-regions portfolio-positions