Understand concentration
Proposed views group exposure by instrument, currency and strategy, with source timestamps and explicit currency conversion.
P1 / Planned capability
Portfolio exposure
See concentration across instruments, currencies and strategies with transparent conversion.
A look at our direction. This capability is not available yet.
The question behind the feature
Several accounts can carry the same exposure under different names.
A more useful perspective
See concentration across instruments, currencies and strategies with transparent conversion.
Built around understanding the evidence, keeping context visible, and leaving the decision with you.
The vision, in detail
Designed with a purpose.
For traders managing several accounts and risk teams.
Explore stress
Scenario analysis estimates the effect of price and volatility shocks using disclosed assumptions, not predictions.
Set portfolio budgets
Plan account and strategy limits with stale-data warnings and transparent aggregation rules.
A clearer picture starts here
Your next chapter.
A little more clarity.
Connect your activity. Find your patterns.
Build a process you can understand.
Read-only connections. Your decisions stay yours.