CLOUD-BASED PORTFOLIO AND RISK APPLICATIONS

 

Performance

ANALYZE. TRADE. MANAGE. CRYPTO.

FundsTOTAL integrates with crypto exchanges and provides cutting-edge portfolio management, risk analysis and performance attribution application suite to crypto hedge funds. It is available as an all-inclusive solution or ala carte modules allowing clients to pay only for what is used. FundsTOTAL frees our clients to focus on what they do best - managing their investors money.

INTUITIVE PORTFOLIO AND RISK ANALYSIS

Portfolio Analysis. You can “slice and dice” your portfolio by many criteria, including crypto exchanges, long/short and coins. You can view holdings and associated analytics at aggregate level and then “drill down” for greater detail.

Risk Analysis. FundsTOTAL instantly determines a variety of risk measures including Value-At-Risk, beta, volatility and standard deviation.

Performance Attribution. FundsTOTAL identifies sources of performance at position level as well as aggregate level over flexibly specified periods such as day, month, quarter and year.

Benchmarking. FundsTOTAL allows for benchmarking performance of positions and/or portfolio (or any portion of it) with any index (including bitcoin) and time horizon.

Interactive Charts/Graphs. With FundsTOTAL you can easily visualize your portfolio by creating interactive charts in as little as one mouse click or one selection on touch-based device. Roll over the chart to see related information or drill down for further detail. FundsTOTAL’s charts give you have a much better understanding of your portfolio.

Device of Your Choice.  As you travel, visit a client or work from home, you can get instant access to FundsTOTAL from PC, Mac or mobile device such as iPhone, iPad or Android-based device.

REAL TIME TRADING

EFFICIENT PORTFOLIO MANAGEMENT

INTERACTIVE INVESTOR REPORTING PORTAL

BOTTOM LINE SAVINGS

 

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