Dashboards

Portfolio Risk Analytics and Dynamic Reporting

Everysk Dashboards
Diagnostics

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 MODULE

PORTFOLIO STRESS TESTING WITH UNPRECEDENTED GRANULARITY

Stress Testing Module

This module performs a next generation monte-carlo simulation of the portfolio, 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:

SCENARIOS

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

Scenarios
Historical Scenarios

HISTORICAL SCENARIOS

Understand your portfolio's expected profit and loss (P&L) 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.

STRESS TEST

Visualize forward looking portfolio properties under selected exogenous shocks, as well as contributions from: positions, security types, sectors, countries-of-risk, liquidity, market capitalization, customized labels, implied rating and duration buckets.

Stress Test
Stress Test Filters

STRESS TEST FILTERS

Visualize forward looking portfolio properties under selected exogenous shocks and attribute results to: longs vs. shorts, domestic vs. foreign securities, options vs. non-options and fixed income vs. other securities.

STRESS TEST COMPARISON

Visualize the forward looking profit and loss (P&L) and tail risks for 2 superimposed portfolios, under selected exogenous shocks.

Stress Test Comparison

RISK MODULE

INSTANT CLARITY INTO HIDDEN PORTFOLIO RISK CONCENTRATIONS

Risk Module

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


The Risk module comprises the following dynamic reports:

RISK

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
Risk Filters

RISK FILTERS

Break down risk concentrations attributed to: longs vs. shorts, domestic vs. foreign securities, options vs. non-options and fixed income vs. other securities.

RISK COMPARISON

Verify the trades between 2 portfolio snapshots and plot their risk side by side. Risk can be customized to show: predictive volatility, Value-At-Risk and Conditional Value-at-Risk.

Risk Comparison

FACTOR MODULE

MONITOR THE "QUALITY" OF YOUR PORTFOLIO RISK

Factor Module

This module helps you gauge the amount of systematic and idiosyncratic risk in your portfolio, under various factor models such as: macro factors, GICS sectors, risk premia (value, momentum, quality and low volatility), value+growth, US bonds and global bonds.


The Factor module comprises the following dynamic reports:

FACTOR

Establish the amount of market and active risk, under various factor models, such as: macro factors, GICS sectors, risk premia (value, momentum, quality and low volatility), value+growth, US bonds and global bonds.

Factor
Factor Filters

FACTOR FILTERS

Establish the amount of market and active risk, under a selected factor model, attributed to: longs vs. shorts, domestic vs. foreign securities, options vs. non-options and fixed income vs. other securities.

FACTOR COMPARISON

Visualize the amount of market and active risks for 2 superimposed portfolios, under a selected factor model. Additionally, compare the delta trades between both portfolios.

Factor Comparison

EXPOSURE MODULE

EVALUATE YOUR PORTFOLIO LEVERAGE IN A VISUAL FORMAT

Exposure Module

This module helps you visualize delta-adjusted net and gross exposures in the base currency of the portfolio, aggregated by: positions, security type, sectors, country-of-risk, liquidity, market capitalization, customized labels, implied rating and duration buckets.


The Exposure module comprises the following dynamic reports:

EXPOSURE

Visually inspect the delta-adjusted net and gross exposures in the base currency of the portfolio, aggregated by: positions, sectors, countries, market capitalization, liquidity, implied rating, duration and user-defined labels.

Exposure
Exposure Filters

EXPOSURE FILTERS

Visualize delta-adjusted net and gross exposures in the base currency of the portfolio, attributed to: longs vs. shorts, domestic vs. foreign securities, non-options vs. options and fixed income vs. other securities.

EXPOSURE COMPARISON

Superimpose the delta-adjusted net and gross exposure from 2 portfolios in their respective base currencies. Inspect the delta trades between both portfolios.

Exposure Comparison

BACKTESTING MODULE

A POWERFUL PRO-FORMA BACKTESTER INCLUDING HISTORICAL CURRENCY EFFECTS

Backtesting Module

This module generates a historical total return for the portfolio, enabling you to visualize how your current holdings would have performed 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

Visualize a 3 year pro-forma backtest for the portfolio, including currency effects. Compare the portfolio total return with a benchmark from a selection of: sector, country and currency (including a broad crypto-currency index).

Backtest
Backtest Filters

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 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.

Backtest Comparison

STATS/NEWS MODULE

LIQUIDITY, MACRO SENTIMENT NEWS AND MORE AT YOUR FINGERTIPS

Stats/News Module

This module provides all the relevant statistical attributes for your portfolio, such as: Predictive volatility, Value-At-Risk, Conditional Value-At-Risk, Liquidity and much more. Additionally, macro sentiment news are also provided.


The Stats/News 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), predictive volatility, value at risk (VaR) and conditional VaR (CVaR).

Properties
Sentiment News

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.


Custom Module

CUSTOM REPORT

Upon request we will customize the component widgets for your own private report *.

* might incur additional costs



90

Exchanges

200K

Global Equities

+ETFs

+Mutual Funds

+Equity Options

40

Currencies

+Crypto Currencies

+FX Forwards

+FX Options

Corporate Bonds

+Term Loan

+Convertible Bonds

+Convertible Preferred Bonds

+Exchangeable Bonds

+Credit Default Swaps

+Warrants

Indices

+Index Options

Government Bonds

+Interest Rate Swaps

Futures

+Future Options

Hedge Funds

+Hedge Fund Indexes

MARKETING


  • Create compelling "visualization packages" to be used at investment committee meetings, client calls and other related activities.
  • Securely share dashboards that self-delete after some pre-determined amount of time.
  • Easily create embeds for whole dashboards or individual widgets.
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.

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.
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:
    • Securities: US equities, Foreign equities, 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 + cryptos
  • Coverage:
    • Securities: US Equities, Foreign Equities, ETFs, Mutual Funds, Currencies, Crypto Currencies, Indices, Corporate Bonds, Government Bonds, Convertible Bonds, Convertible Preferred Bonds, Exchangeable Bonds, Term Loans, Hedge Funds and Hedge Fund Indexes
    • Derivatives: Equity options, FX Forwards, Futures, Future Options, Index Options, Interest Rate Swaps, Credit Default Swaps and Warrants
  • Upload and simulate historical portfolios
  • Access to all templates
  • Secure sharing of dashboards
  • U2F Security Key Support: 1 physical key included
  • 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.

PARTNERS

DASHBOARDS BROCHURE

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Everysk Dashboards Brochure