Description
This is a comprehensive portfolio management solution, specifically designed for professional users. This tool can support users in efficiently tracking complex investment situations and has a complete record-keeping function, including contract specifications, quantity indicators, pricing data and performance analysis. The platform offers an advanced classification system that can organize assets by strategy, risk tolerance and market segment. It also has built-in statistical analysis tools such as portfolio valuation, risk-adjusted return, diversification index and volatility risk exposure indicators.