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 understand its characteristics vs. a chosen benchmark.


Portfolio Link

Intrinsic Research Systems can seamlessly import your portfolio equity holdings data into the Intrinsic System through a holdings file generated by your portfolio accounting system. The holdings file is processed and databased on your network for secure access by Intrinsic Research users. Portfolio data can be scheduled to be refreshed daily and can be accessed in a variety of ways within the Intrinsic system to create various holdings reports and graphics. Within the reporting facilities, local portfolio data such as shares, cost, account number and manager ID can be intermingled with equity specific data retrieved from the Intrinsic central server.

Client Communication

View your equity allocation vs. the benchmark and create customized displays to meet your client presentation needs.


Portfolio Allocation



Sector Allocation Reports

Conveniently monitor and report on your portfolios intermingling portfolio holdings data and any of over 1,400 equity data elements.



Holdings Characteristics Analysis

Report on and analyze your holdings in graphical or tabular form across hundreds of available data variables.


Scatter Chart


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