Exiled Markets / Solutions / Portfolio managers
Understand the portfolio. Explore what comes next.
See what drives the book on today’s marks, challenge it with the scenarios that matter, and compare alternatives—all on the same portfolio, without leaving the application.
“What drives this book, and what happens if rates rise 50 basis points?”
One portfolio, three moves
Explain. Challenge. Compare.
The same portfolio carries through every step. Each question adds to the application rather than starting a new one.
CONTRIBUTION TO RISK · 60-DAY ESTIMATE
Illustrative values. Every figure in the product carries its method, window and timestamp.
SCENARIO · RATES +50 BP
| Position | Weight | Contribution |
|---|---|---|
| TLT | 15% | −1.10 pp |
| NVDA | 9% | −0.62 pp |
| MSFT | 8% | −0.41 pp |
| JPM | 6% | +0.18 pp |
| Other (24) | 62% | −0.45 pp |
Illustrative values. Every figure in the product carries its method, window and timestamp.
SCENARIOS, KEPT SEPARATE
| Rates +50 bp | Momentum −10% | |
|---|---|---|
| Portfolio | −2.40% | −1.80% |
| NVDA | −0.62 pp | −0.94 pp |
| TLT | −1.10 pp | +0.05 pp |
| JPM | +0.18 pp | +0.11 pp |
| Largest driver | Rates | Momentum |
Different shocks, different exposures: the rate scenario runs through duration; the momentum scenario through the growth names.
Illustrative values. Every figure in the product carries its method, window and timestamp.
Capabilities
What the portfolio application does.
Live where the marks move it; on demand where the computation is a decision of its own.
| CAPABILITY | WHAT YOU GET | UPDATES |
|---|---|---|
| Holdings and exposures | Positions, sectors and factor loadings on current marks. | Live |
| Risk decomposition | Contribution by factor and by position, reconciled to the portfolio total. | Live |
| Performance | Returns against a benchmark on identical dates, with the window stated. | Live |
| Scenarios | Rate, factor and market shocks, each kept separate and comparable. | On demand |
| Optimization | Proposed weights under your constraints, stamped with the marks they used. | On demand |
| Ask | Answers from the portfolio in view, with sources, timestamps and assumptions attached. | On demand |
Explore your portfolio workflow.
Tell us how you review the book today and where it slows you down. We will show it running on your portfolio.