Now, let’s use a more complicated portfolio to navigate all the page of the portfolio module. We will use for that exercise, our US Equity High Quality Portfolio.
This page provides a comprehensive dashboard overview of the portfolio's performance and composition. The content is organized into several key sections:
- Portfolio Value and Performance Summary: At the top left, the page displays the total portfolio value, along with the daily gain or loss and percentage change. Below, performance metrics are shown for different time frames, such as 1 Month, Year-to-Date (YTD), and Since Inception.
- Performance Chart: The center of the page features a performance graph, which illustrates the portfolio’s value changes over time, allowing the user to visualize growth, trends, or any fluctuations within the selected period.
- Periodic Returns: A summary of the portfolio's periodic returns is displayed, showing the performance percentages over different time frames like monthly, quarterly, and annual periods.
- Country and Currency Allocation: This section provides an overview of the geographical allocation of assets, represented by country, and the currency exposure of the portfolio, showing how investments are distributed across currencies.
- Asset and Sector Allocation: This area shows the distribution of the portfolio across asset classes (e.g., equity, cash) and sectors, providing insight into the diversification of the portfolio based on industry sectors.
- Sector Performance: This section highlights the performance of each sector, indicating how different sectors are contributing to the portfolio’s overall performance.
- Daily Movers: A snapshot of the day’s biggest gainers and losers within the portfolio, showing the top-performing and worst-performing assets in terms of daily returns.
- Top Holdings: This area lists the largest positions in the portfolio by weight, allowing the user to see which assets make up the largest portion of the portfolio’s value.
Each section on this page is designed to give the user a clear and detailed understanding of the portfolio's current status, performance trends, and allocation across various dimensions such as geography, sector, and asset type.
This page provides a detailed performance analysis of the portfolio, allowing the user to evaluate returns, risk-adjusted metrics, and comparative benchmarks over various timeframes. The main sections are as follows:
- Portfolio Returns vs. Benchmark: At the top, there is a performance chart that displays the portfolio’s returns over time compared to a selected benchmark, in this case, the S&P 500. This allows the user to visually track the portfolio’s progress and performance relative to the benchmark across different time periods.
- Periodic Returns: This section summarizes the portfolio’s returns over specific intervals, such as 1 Month, 3 Months, 6 Months, and Year-to-Date (YTD). It also displays the benchmark’s returns for these periods, along with the Value Added—the difference between the portfolio and benchmark returns.
- Calendar Returns: A visual chart that shows returns on a calendar basis, helping the user to observe and analyze the portfolio’s annual performance. Each bar represents a specific year, giving a quick view of performance fluctuations and consistency over time.
- Risk-Adjusted Returns: This section displays key risk metrics like Sharpe Ratio and Sortino Ratio for the portfolio and benchmark. These ratios help the user assess returns in the context of risk, showing how much return is generated for each unit of risk taken.
- Additional Metrics: Other key statistics, such as Max Drawdown (the largest observed loss from peak to trough) and Annualized Standard Deviation (a measure of volatility), are provided. These metrics give the user deeper insights into the portfolio’s risk profile and volatility over time.
Overall, this page allows the user to comprehensively assess the portfolio’s performance, comparing it to benchmarks and examining returns with a focus on both growth and risk-adjusted metrics.
Steps to Create a Manual Portfolio
Understanding Cash Management
Creating a Portfolio without Cash
Detailed Holdings Pages
