Dashboards

Portfolio Risk Analytics and Visual Reporting

Everysk Dashboards
Diagnostics

Diagnostics

What-if Analysis

What-if Analysis

Marketing

Visual Reporting

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

Showcase your portfolio management skills

Showcase your
portfolio management skills

Share visualizations with desirable portfolio properties that self-delete after some time.

Get instantaneous insights before trading

Get instantaneous
insights before trading

Quickly perform what-if analysis by calculating how portfolio risks will be impacted by your trades.

Visually diagnose your portfolio

Visually diagnose
your portfolio

Portfolio issues will become apparent with our visualizations. Detecting problems early on will save you money.

Keep a log of client reporting

Keep a log of
client reporting

Add annotations and securely store all visual reports created for clients or internally.

What is my expected
loss if JPY declines?

Template

Stress Test

What is the pro-forma P&L contribution
from my foreign stocks in the last 3 years?

Template

Backtest Filter

Am I getting enough protection
from my shorts on a market decline?

Template

Stress Test Filter

How much CCC
credit risk am I taking?

Template

Risk

If I buy some Netflix stock, what will
be the change in momentum factor?

Template

Factor Comparison

If I sell my Chevron bond, what
will be the decrease in duration risk?

Template

Risk Comparison

What are my
portfolio greeks?

Template

Properties

How my portfolio would have fared
during various historical crisis?

Template

Historical Scenarios

Answer critical portfolio questions using powerful visual reports

Your subscription includes the following modules:

STRESS TESTING MODULE

STRESS TEST YOUR PORTFOLIO WITH FLEXIBLE SCENARIOS

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 visual reports:

SCENARIOS

Inspect the portfolio's forward looking profit and loss (P&L) under various 10% up/down moves on: US equities, oil, Euro and treasuries.

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 visual 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 market and active 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 visual 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 visual 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 visual reports:

BACKTEST

Visualize a 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 indices.

Backtest
Backtest Filters

BACKTEST FILTERS

Visualize a 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 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

LIQUIDITY, PREDICTIVE VOLATILITY 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.


The Stats module comprises the following visual reports:

PROPERTIES

Identify all your portfolio risk properties in one place: gross and net exposure, liquidity (days to unwind), predictive volatility, value at risk (VaR), conditional VaR (CVaR), vega, theta, delta and gamma.

Properties

Custom Module

CUSTOM REPORT

Upon request we will customize the component widgets for your own white-label report *.

* might incur additional costs



ASSET COVERAGE


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

+Muni Bonds

Futures

+Future Options

Hedge Funds

+Hedge Fund Indices

MODERN USER INTERFACE


  • Intuitive design, facilitating the creation of multiple what-if analysis effortlessly.
  • Drag-and-drop metaphor to create visual reports and increase your productivity.
  • Easily create embeds for whole dashboards or individual widgets.
Modern User Interface

HIGH PERFORMANCE ANALYTICS

High Performance Analytics

  • The numbers behind our visual reports are generated by PortEngine, our high performance REST API.
  • 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.

SECURE BY DESIGN


  • 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.
Secure by Design

SUBSCRIPTION PLANS

Dashboards Plan

Dashboards Plus Plan

  • Access to all visual reports
  • Multi-asset portfolios
  • Multi-currency portfolios
  • Flexible portfolio base currency
  • Portfolios up to 250 securities
  • Simulate historical portfolios
  • User-defined aggregation
  • Secure sharing of dashboards (visual reports)
  • U2F Security Key Support
  • Coverage:
    • Securities: US equities, Foreign equities, ETFs, Mutual Funds, Currencies and Indices
  • Access to all visual reports
  • Multi-asset portfolios
  • Multi-currency portfolios
  • Flexible portfolio base currency
  • Portfolios up to 250 securities
  • Simulate historical portfolios
  • User-defined aggregation
  • Secure sharing of dashboards (visual reports)
  • U2F Security Key Support: 1 physical key included
  • IP whitelist
  • Email TLS compliance
  • Coverage:
    • Securities: US Equities, Foreign Equities, ETFs, Mutual Funds, Currencies, Crypto Currencies, Indices, Corporate Bonds, Government Bonds, Muni 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

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.

DASHBOARDS BROCHURE

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Everysk Dashboards Brochure