PRISM | PORTFOLIO RISK INTELLIGENCE AND STRATEGY MANAGEMENT

Gain/Loss Tracker

Monitor your portfolio performance, risk metrics, news, and social sentiment for informed investment decisions. Simulate portfolios by adding assets, compare with optimized and benchmark portfolios, and view multiple portfolios at once.

Application Overview

PRISM's Gain/Loss Tracker is a comprehensive application designed to help users monitor their portfolio performance, risk metrics, and gain insights into their investments. With a range of features such as customizable risk metrics, performance indicators, multiple portfolio management, and an intuitive interface, Gain/Loss Tracker empowers users to make informed decisions.

Application Features

| Comprehensive Portfolio Monitoring

Gain/Loss Tracker allows you to track gain/loss, changes, news, Twitter, and Reddit sentiment for each position in your portfolio, providing a holistic view of your investments.

| Risk Metrics Assessment

Access key risk metrics such as Sharpe Ratio, Sortino Ratio, Maximum Drawdown, CVaR, Beta, and Volatility to evaluate the risk profile of your portfolio.

| Performance Indicators

Gain insights into your portfolio's overall performance with return metrics. Compare these metrics with an optimized portfolio and a benchmark portfolio.

| Multiple Portfolio Management

View and manage multiple portfolios within the Gain/Loss Tracker application, allowing you to efficiently monitor and evaluate the performance of different investment strategies.

| Portfolio Simulation

Experiment with different asset allocations by adding or adjusting assets within your portfolio to assess the potential impact on performance and risk.

| Intuitive Interface

Gain/Loss Tracker's user-friendly design features a historical chart with daily, weekly, monthly, yearly, and all-time changes.

Last updated 2 years ago