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SUPER ADMIN · PORTFOLIO
Alpha View
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Day Movers
top 10 gainers & losers · 1D price change
▲ Top Gainers
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▼ Top Losers
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Performance
Portfolio Value Over Time accruing — one point per day
Return & Drawdown cumulative % vs peak-to-trough
Daily P/L day-over-day change in unrealised P/L
Risk & Risk-Adjusted Return
Sharpe · Sortino · Volatility · Drawdown · VaR · Calmar · CAGR — flow-adjusted daily returns
Benchmark-Relative · vs S&P 500
Beta · Jensen Alpha · Tracking Error · Information Ratio · R² · Up/Down Capture
Portfolio vs Global Indices
year-to-date return
YTD Return Comparison portfolio vs major indices
Allocation
By Sector
By Market
By Segment
By Broker
Currency Exposure
By Region
Asset Allocation
Concentration
Holdings & P/L
Top 6 Holdings consolidated across brokers
Cost vs Market Value by Sector cost-basis positions
Winners & Losers unrealised P/L · cost-basis positions
P/L Contribution by Sector
Portfolio Map
every position · sized by value · colored by P/L
Holdings Heatmap
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Top Movers
unrealised P/L · sized by % move
▲ Top Gainers
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▼ Top Losers
No priced losers yet.
Day Movers
1D price change · by share price
▲ Top Gainers · 1D
No priced gainers yet.
▼ Top Losers · 1D
No priced losers yet.
Rolling Returns & Multi-Period
cumulative window returns · portfolio vs benchmark
Rolling Windows
Multi-Period vs Benchmark
Monthly Returns Heatmap
years × months · greener = stronger month
Look-Through Fundamentals
value-weighted across holdings · what the book actually owns
Market Cap Distribution
Style Box size × value/blend/growth
Income & Dividends
forward yield · ex-dividend calendar
Upcoming Ex-Dividends
Catalysts
earnings dates · consensus price targets
Upcoming Earnings
Analyst Targets & Upside
Concentration & Mandate Compliance
single-name and sector limits vs policy bands
Top Positions vs Cap
Sectors vs Cap
Cash Holdings
money-market / settlement balances · weighted yield · forward interest income
Cash by Broker
Cash by Currency
FX & Data Health
currency exposure · cash drag · live-quote coverage
FX Exposure & Sensitivity
Smart Money Overlay
13F-driven consensus · conviction · institutional flow vs your book
Alignment Score
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vs the 10-fund cohort
Manager Overlap weighted & Jaccard, per 13F filer
Smart-Money Coverage % of book held by # of funds
Crowding & Conviction
per-holding consensus depth and conviction trend
Crowding Treemap sized by value · coloured by # of funds holding
Holdings × Conviction
Institutional Flow on Your Book
cohort adds / reduces / exits last quarter
Flow Momentum net adds − reduces across cohort, your top holdings
Hot Tickers Not In Your Book rising favorites · idea pipeline
Sector Style Drift vs Cohort
your sector weights minus the manager-mean
Sector Bias (You − Cohort)
Tech / AI Exposure vs each of the 10 funds
Clone & Gap Analysis
best-match fund · +/− to mirror
Conviction-Weighted Look-Through
institutional-quality earnings · consensus vs contrarian P/L
Consensus vs Contrarian Attribution
Risk Lab
liquidity · scenario / stress tests · diversification
Liquidity by Position
Scenarios & Stress Tests
Correlation Matrix · Top Holdings 126-day daily-return correlations
Portfolio Intelligence
Deep-Dive intel rolled up · value-weighted across your book
Valuation Distribution 10y P/E percentile buckets
Stretched-valuation Holdings
Insider & Smart-Money Pulse top 12 by value · click row to focus issuer intelligence
Catalyst Calendar (next 28 days)
Risk-Flag Roll-up click to focus issuer intelligence
Holding Intelligence Focus
Select a holding to surface issuer-level intelligence inside Alpha View.
Selected Holding
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Click any Portfolio Intelligence row, flag or holding to enrich this overlay.
Holdings
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Stock Deep-Dive
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Price Chart
Five-Year Financials
Quarterly Results last 4 quarters · PDF + transcript
SEC Filings EDGAR-linked
Top 10 Institutional Holders
Insider Activity
Consensus Estimates
Analyst Price Targets
Revenue by Segment
Revenue by Geography
Intelligence Signals EDGAR-backed quality, valuation, insider & catalyst signals
MODE
TRACK · SELECT · BRIEF
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