Portfolio Tracker is the ultimate tool for real-time portfolio oversight. The Portfolio Tracker allows you to view, track and interact with your portfolio and the market. Real-time alerts based on Infront’s Noise Reduction algorithm keep you up to date on portfolio performance. In addition to integrating with your Portfolio Management system, Portfolio Tracker can also import portfolios via Excel or csv files. With multi-account management you can easily search your client’s portfolios and oversee intra-day performance of multiple portfolios.
You can open the Portfolio Tracker in multiple ways
1.Use Main Menu; Main Menu > Tools > Under Utilities find the Portfolio Tracker.
2.Use ‘Find Anything’-function; Type Portfolio Tracker in the ‘Find anything’- search and enter.
3.Open from the Trading window; Main menu > Tools > Under Trading find Trading > Use your Trading portal > Portfolio > Portfolio Tracker
How to use the Portfolio Tracker
1. To create a new portfolio without importing from Excel; Click on +New > Create a name for the Portfolio > Choose currency >
To compare your Portfolio to a benchmark, search for Benchmark (i.e STOXX 600) > Then click Create to create your portfolio > To add instruments click on Add > Add symbol.
2. To create a new portfolio via Watchlist; Create a list with instruments of choice > Click on Actions > Convert to Portfolio >
Create a name for the Portfolio > Choose currency > To compare your Portfolio to a benchmark, search for Benchmark > Create.
3. To create a new portfolio by importing from Excel; Click on +New > Create a name for the Portfolio > Choose currency > To compare your
Portfolio to a benchmark, search for Benchmark > Load > The information you import from Excel will be reflected in the Portfolio tracker >
Choose the columns the Portfolio Tracker should identify; i.e Symbol, ISIN, Quantity, Open price > Import > Create.
Click on the tabs to below to navigate through the Portfolio Tracker
Dashboard
•The Allocation chart gives you a quick overview of your portfolio divided into various categories (e.g Financials, Banks, Airlines). •The Geographical allocation chart will show you where in the world the companies are located. You can filter the map by clicking on the drop-down menu named "Map". Positive signals are shown in green, while negative signals are shown in red. •The Contribution diagram shows the positive/negative weight of your investment. You can filter the diagram by using the drop-down menu in the middle. •You can also see Today’s winners and losers. •Additionally, at the bottom of the window you can see the latest signals and upcoming events for the stocks in your portfolio. |
Holdings
Holdings gives an overview of your holdings. In the heading you can see the value, which equals your total value of the portfolio; P&L %, which equals the development for your portfolio; the benchmark’s development; and the difference between your portfolio and the benchmark. •Edit: To make any changes to your portfolio click on Edit. Here you can manually change quantity by typing directly in the column, change currency by clicking on Target Currency, save portfolio and easily choose between various portfolios by clicking on the drop-down menu to the left of the toolsbar. •To add alert; Click on Actions > Add Portfolio alert/or Add Symbol alert for single symbols in your portfolio. These alerts can be edited and deleted in the Manage Alert. |
Characteristics
This tab shows the characteristics of your portfolio. •To change asset type, view, and how your portfolio is grouped, click on the tabs and choose what you prefer. •The GPRV (growth, profitability, risk and value) chart compares the companies in your portfolio with all of their competitors. The GPRV scores measure the company’s attractiveness, relative to its competitors in the same sector. The bigger the green area, the better. To filter the GPRV chart; click on the drop-down menu to the upper right of the chart and choose your preferable part of the world. |
Backtest
•The Return Histogram chart shows the statistics of your portfolio (including. Mean, Sigma, Skewness, Kurtosis, Observations). You can change the timeframe of the chart by clicking on period. It is also possible to change the step size by using the arrows up and down. •Backtest & Measures chart shows the performance of your portfolio compared to the Benchmark index. Green shows a positive performance, while red shows a negative performance compared to the benchmark. You can filter the chart to a specific period, change the rate, change asset type and position. |
Events
Shows all upcoming corporate events for the stocks in your portfolio, as well as the technical signals. These are the same technical signals that you can find on the Dashboard overview (first tab). •Events: You can filter the events by right-clicking in the calender. Here you can choose the timeframe, as well as category. |
Macro
Shows upcoming events for the countries you have invested in as well as a geograpichal allocation chart, which you can also find in the Dashboard. You can filter the map by clicking on the drop-down menu named "Map". Positive signals are shown in green, while negative signals are shown in red. •Events: You can filter the events by right-clicking in the calender. Here you can choose the timeframe, as well as category. |
Heatmap
The map helps you to follow real-time market movements visually. It is a graphical illustration of your portfolio. To filter the heatmap use the settings menu on the left side of the widow, "Heatmap Settings". •Settings: Here you can change Size, Grouping, Size filter, Color by, Change filter and Color range and choose preferable layout. |
