Everysk Dashboards

Portfolio Risk Analytics and Dynamic Reporting

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Early Diagnostics

Early Diagnostics

What-if Analysis

What-if Analysis

Marketing

Marketing

Everysk Dashboards empowers professional money managers with forward-looking risk analytics and dynamic reports for multi-asset, multi-currency, long-short portfolios.

Your subscription includes the following modules:

STRESS TESTING

THE MOST GRANULAR PORTFOLIO STRESS TESTING ANALYTICS EVER PRODUCED

Stress Testing Module

This module performs a next generation monte-carlo simulation of the portfolio risk and return characteristics under various extreme macro, sector and currency scenarios. All securities are fully repriced thousands of times to retrieve a robust measure of portfolio expected profit and loss (P&L) and expected tail risks (conditional VaR) for each scenario.

The Stress Testing module comprises the following dynamic reports:

HISTORICAL SCENARIOS

Understand how your portfolio is expected to behave under extreme market conditions from historical events, such as: Asian Crisis 1997, Russian Crisis 1998, Dotcom Bubble 2000, September Attack 2001, Lehman Default 2008, European Crisis 2010, Flash Crash 2010, Oversupplied Oil 2014 and Brexit 2016.

Historical Scenarios
Hedge Behavior

HEDGE BEHAVIOR

Quickly identify how hedge transactions are expected to protect your portfolio under adverse market scenarios. Evaluate the sizing of these hedge transactions, which might include shorts and complex option strategies. A user-defined labeling allows hedges to be contrasted with other positions.

STRESS TEST FILTERS

Break down the behavior of the portfolio under various extreme market scenarios by splitting longs vs. shorts, domestic vs. foreign securities, fixed income vs. equities and options vs. other securities. Positions are automatically bucketed into these classifications via a sophisticated filtering technology for unprecedented granularity.

Stress Test Filters
Stress Test Comparison

STRESS TEST COMPARISON

Compare the expected value and tail risks for 2 superimposed portfolios, under macro, sector and currency scenarios. Evaluate all trade data between the portfolios. You have the flexibility to compare your portfolio at two points in time or against a benchmark.

SCENARIOS

Inspect the portfolio's forward looking profit and loss (P&L) under various 10% up/down market, sector and currency moves.

Scenarios

RISK ATTRIBUTION

INSTANT CLARITY INTO HIDDEN PORTFOLIO RISK CONCENTRATIONS

Everysk Dashboards Technology

This module performs a state of the art monte-carlo simulation of the portfolio risk and return characteristics under normal market conditions. It showcases the marginal contribution to total risk (MCTR) from each security, various bottom-up aggregations and top-down factor models.

The Risk Attribution module comprises the following dynamic reports:

RISK CONCENTRATIONS

Understand bottom-up risk concentrations from: positions, sectors, countries, market capitalization, liquidity, implied rating, duration and user-defined labels (which are powerful to isolate the risks from traders, separate client accounts and much more).

Risk Concentrations
Factors Plus Active Risk

FACTORS PLUS ACTIVE RISK

Gauge the amount of portfolio active risk after accounting for various factor models, such as: market factors, GICS sectors, risk premia (value, momentum, quality and low volatility), value+growth, US bonds and global bonds.

RISK FILTERS

Break down the risk of the portfolio under normal market conditions by splitting longs vs. shorts, domestic vs. foreign securities, fixed income vs. equities and options vs. other securities. Positions are automatically bucketed into these classifications via a sophisticated filtering technology for unprecedented granularity.

Risk Filters

BACKTESTING

A POWERFUL PRO-FORMA BACKTESTER INCLUDING HISTORICAL CURRENCY EFFECTS

Everysk Dashboards Technology

This module generates a historical total return for the portfolio enabling you to visualize how your current holdings would have performed as a whole in the recent past. The backtest automatically takes into account all the daily FX conversions to a base currency.

The Backtesting module comprises the following dynamic reports:

BACKTEST FILTERS

Visualize a 3-year pro-forma backtest for the portfolio, isolating the contribution to total return from longs vs. shorts and domestic vs. foreign securities. All the historical currency effects are taken into account.

Backtest Filters
Backtest Comparison

BACKTEST COMPARISON

Compare a 3-year pro-forma backtest for 2 superimposed portfolios. Evaluate all trade data between the portfolios. This report can be used with 2 time snapshots of the same portfolio or with a benchmark.

CHARACTERISTICS

LEVERAGE, LIQUIDITY, MACRO SENTIMENT NEWS AND MORE AT YOUR FINGERTIPS

Everysk Dashboards Technology

This module provides all the relevant statistical and leverage attributes for your portfolio. Additionally, top-down sentiment news are also provided.

The Characteristics module comprises the following dynamic reports:

PROPERTIES

Identify all your portfolio risk properties in one place: gross and net exposure by individual positions, liquidity (days to unwind), volatility, value at risk (VaR) and conditional VaR (CVaR).

Properties
Exposures

EXPOSURES

Generate a granular delta-adjusted report with the net and long exposures, expressed in the base currency of the portfolio. Visualize results aggregated by: positions, sectors, countries, market capitalization, liquidity, implied rating, duration and user-defined labels.

SENTIMENT NEWS

Visualize the most relevant top-down financial news for the past 7 days, ranked by their sentiment score. Everysk is the only provider of macro sentiment news such as: "China", "Brexit", "Trump" and other topical themes.

Sentiment News

90

Exchanges

200K

Global Equities

+ETFs

+Mutual Funds

+Equity Options

40

Currencies

+FX Forwards

+FX Options

Corporate Bonds

+Term Loan

+Convertible Bonds

+Exchangeable Bonds

+Credit Default Swaps

Indices

+Index Options

Government Bonds

+Interest Rate Swaps

Futures

+Future Options

MARKETING

  • Securely share dashboards that self-delete after some pre-determined amount of time.
  • Create compelling "visualization packages" to be used at investment committee meetings, client calls and other related activities.
  • Showcase your portfolio without disclosing position level information.
Marketing

TECHNOLOGY

Everysk Dashboards Technology
  • Intuitive user interface, facilitating the creation of multiple what-if analysis effortlessly.
  • Robust simulator, capturing the non-normal behavior of securities. Supports various bottom-up aggregations and top-down projections.
  • Proprietary stress tests implemented on highly parallel cloud infra-structure, enabling unprecedented speed.
  • Conditional sentiment news which are automatically generated to reflect certain calculations.

SECURITY

  • Portfolios are always stored and transferred utilizing industry standard encryption. Your portfolio information is never exposed.
  • Everysk is built using the most reliable and secure provider of servers, network and data centers on the web.
  • Subscribers can enable an individual security key for strong 2-step verification using the FIDO Alliance U2F protocol.
  • We rely on a certified PCI Level 1 service provider for online payments, which is the most stringent level of certification available.
Everysk Dashboards Security

SUBSCRIPTION PLANS

Core Plan

Core Plus Plan

  • Long-only and long-short portfolios
  • Multi-currency portfolios
  • Portfolio base currency from a choice of 40 currencies
  • Coverage: Global stocks, ETFs, mutual funds, currencies and indices
  • Upload and simulate historical portfolios
  • Access to all templates
  • Secure sharing of dashboards
  • U2F Security Key Support
  • Portfolios up to 250 securities
  • Long-only and long-short portfolios
  • Multi-currency portfolios
  • Portfolio base currency from a choice of 40 currencies
  • Coverage: Global stocks, ETFs, mutual funds, currencies, indices, corporate bonds, government bonds, term debt, convertibles and exchangeables. Derivatives including: equity options, FX forwards, futures, future options, index options, interest rate swaps, credit default swaps.
  • Upload and simulate historical portfolios
  • Access to all templates
  • Secure sharing of dashboards
  • U2F Security Key Support: 1 physical key included with the plan
  • Portfolios up to 250 securities

WHAT HAPPENS WHEN I REQUEST A DEMO?

We will ask you some basic information such as your name and corporate email to be able to schedule a demo. If you decide to trial Dashboards after the demo, we will provide you an account at the appropriate subscription plan, free of charge.

WHAT HAPPENS DURING THE TRIAL?

We will help you upload your portfolio into the account and answer any questions you might still have. You have 7 days free of charge.

HOW TO BECOME A SUBSCRIBER?

At any point during the free trial you can become a subscriber of the plan highlighted in the PLANS page. After you confirm your subscription, you will receive an automatic invoice from Everysk and you will have 7 more days to pay.

HOW AM I GOING TO BE INVOICED?

Our annual subscriptions are invoiced every 3 months, in arrears. You will receive these invoices automatically. Payment can be either by: credit card, check or money wire. All the history of invoices can be found in your BILLING page.

EVERYSK DASHBOARDS BROCHURE

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Everysk Dashboards Brochure