Portfolios - Investment sessions - Allocations  - Positions - Compliance - Analysis - Products

The Analysis tab provides a number of charts and data that enable a good understanding of the portfolio. Charts available include: pictorial breakdown of the content of the fund by sector; styles; returns and volatility (illustrated below); liquidity profile of the fund over time; returns by month; distribution curve of the returns of the underlyings; correlation and covariance tables of the underlyings; time series graph showing individual returns of all the underlyings, and the overall return. The validation tab provides access to control methods that can be run on the underlying quote history. The windows can be captured and printed, or included in an email.
The following are examples of analysis tools available in Webfolio:

• Liquidity analysis

• Risk analysis

• Returns

• Back-testing

• Correlation table

• Covariance table

• Time series

• Validation

• Omega ratio

• Diversification impact