MONITOR TOOLS
Live tools for tracking fund and portfolio behavior
Search, filter and review fund positioning, risk exposure and performance metrics in one place — built for the pace of an advisory desk.
Fund Monitor
- Meridian Capital Fund +1.84%
- Harbor Growth Series -0.42%
- Summit Fixed Income +0.63%
- Atlas Multi-Strategy +2.11%
- Cascade Value Partners -0.18%
- Irongate Credit Fund +0.97%
PORTFOLIO SNAPSHOT
A single view of exposure across every held position
The portfolio snapshot pulls current weightings, target drift and unrealized movement into one panel, refreshed as fund data updates.
Total Value
$4.62M
Weekly Change
+1.7%
Positions Held
14
Target Drift
3.2%
Risk Monitor
Normal Range
Elevated
Flagged
Performance Metrics
| Metric | Value | Benchmark |
|---|---|---|
| Sharpe Ratio | 1.34 | 1.10 |
| Alpha | 2.1 | 0.0 |
| Beta | 0.92 | 1.00 |
| Max Drawdown | -8.4% | -11.2% |
Investment Utilities
Allocation Calculator
Model target weights across categories.
Volatility Tracker
Flag funds moving outside normal range.
Fee Impact Modeler
Project fee drag across a holding period.
Rebalance Scheduler
Set review cadence against drift bands.