PORTFOLIO ANALYTICS

In an ever-changing market, Advisors require tools to help monitor the risk of their client’s portfolios.  In addition, different advisors use different measurements to access risk.

Portfolio Pathway has developed Portfolio Analytics to help advisors assess portfolio risk using a variety of risk measurements to choose from.

Stay ahead of the market with Portfolio Analytics.

Portfolio Analytics allows you to select which risk metrics and charts you would like to review.  These measurements can be applied at an account, account group or household level.

Portfolio analytics feature screenshot

Metrics Available

  • Standard Deviation
  • Sharpe Ratio
  • Covariance
  • Beta
  • Alpha
  • Treynor Measure
  • R-Squared
  • Sortino Ratio
  • Information Ratio