Building, maintaining, analysing and reporting on investment portfolios
This is a component within the Synaptic Research Suite that allows you to build and manage portfolios, providing Synaptic Comparator and Modeller access to allow research to be done using actual holdings.
The first screen shows how Portfolios can be built and maintained using the Portfolio and Fund Chooser. Larger portfolios can be built by importing Citicodes from a spreadsheet.
This screen shows extracts from the ‘weighted’ portfolio Fact Sheet that provide an aggregated view of the investment, including asset allocation, risk and performance data.
The next screen shows how the Portfolio Wizard will assist in building portfolios to a target asset allocation.
The next screen shows how the same portfolios can be accessed from different tools within the suite. The appearance is different, but the data is the same.
The screen below shows the summary table that can be summoned (by clicking on the ‘i’ info button) for each fund in the portfolio detailing asset allocation shown in both FE asset classes and in terms of bespoke investment strategy.