Portfolio Analysis
Intrinsic Research’s Portfolio module provides access to customizable, presentation quality portfolio reports and graphical analysis capabilities. Understand the holdings characteristics of your portfolio across hundreds of variables through detailed reports or scatter charts. Compare your equity allocation vs. the benchmark to see where you are over or under weighted. Evaluate your portfolio as a whole to understands its characteristics vs. a chosen benchmark.
Reporting & Analysis
View your equity allocation vs. the benchmark and create customized displays to meet your client presentation needs.
Intrinsic can seamlessly link to data files produced from your accounting system to extract fields such as holdings,
cost, manager ID, account numbers and account names.
Holdings Characteristics
Report on and analyze your holdings in graphical or tabular form across hundreds of available data variables.
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