<?xml version="1.0" encoding="utf-8" standalone="yes"?><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Product on TrackRecords: Portfolio analytics and risk management</title><link>https://trackrecords.app/features/</link><description>Recent content in Product on TrackRecords: Portfolio analytics and risk management</description><generator>Hugo -- gohugo.io</generator><language>en-us</language><atom:link href="https://trackrecords.app/features/index.xml" rel="self" type="application/rss+xml"/><item><title>Data and automation</title><link>https://trackrecords.app/features/api/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://trackrecords.app/features/api/</guid><description>Data and automation TrackRecords accepts trades, holdings and operations, calculates analytics and returns the result in ready reports and via API. Request a demo Who it is for For IT Connect accounting to the platform via API, configure roles and single sign-on. Almost every terminal method is available programmatically. Local installations come with specifications and implementation experience.
For middle and back office Load a portfolio from Excel or via API.</description></item><item><title>Portfolio analytics</title><link>https://trackrecords.app/features/portfolios/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://trackrecords.app/features/portfolios/</guid><description>Portfolio analytics and performance See what drives returns and what explains the gap versus the benchmark. TWR/MWR, contribution and attribution on automatically enriched portfolio data, without reconciling quotes and reference data by hand. Request a demo Who it is for For the portfolio manager Headline return is not enough: you need the contribution of positions and the decomposition of excess return versus the benchmark. TWR/MWR, contribution and attribution run on automatically enriched portfolio data.</description></item><item><title>Risk management</title><link>https://trackrecords.app/features/risk-management/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://trackrecords.app/features/risk-management/</guid><description>Risk, limits and control Monitor market and credit risk, limits and liquidity. Build your own limit sheets, automate risk reports and keep portfolios under control in a single platform. Request a demo Who it is for For risk and compliance Keep market and credit risk under daily control. Manage portfolio limits and stay aligned with the investment policy and internal mandate.
For the portfolio manager Check remaining limit capacity and run a pre-trade test before the trade, without switching to a separate risk system.</description></item></channel></rss>