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Saved Analytics+ views

Views in Analytics+ allow you to:

  • Analyze investments historical performance and other indicators using pre-saved analytics views.

  • Build your own analytics views with the KPI’s of your selection.

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To learn more about the Analytics+ view, see Analytics+ in FA Back reference.

Bond Analysis

  • Market value

  • YTM

  • Duration

  • Accrued Interest

  • Paid accrued interest

Futures (Group on Security type and subtype)

  • Amount

  • Market Value

  • Market Value (sec)

  • TWR

  • Total profits

  • Realized profits

  • Unrealized profits

  • Exposure

  • Absolute exposure

FX Exposure (Group on Currency)

  • Market value

  • Market value (sec)

  • FX rate

  • Exposure

  • Share of total

Options (Group on Security type and subtype)

  • Name

  • Code

  • Amount

  • Unit price

  • Market value

  • Market value (sec)

  • Exposure (Delta)

  • Absolute exposure

  • Vega

  • Theta

  • Gamma

  • Rho

  • IVol

  • IVol bid

  • IVol ask

PE Analysis

  • Market Value

  • IRR

  • Committed Capital

  • Paid in Capital

  • Distributions

  • Remaining Commitment

  • DPI

  • PIC

  • RVPI

  • TVPI

Performance

  • Share Of Total

  • TWR

  • VAR

  • Sharpe Ann

  • Bm Code

  • TWR-BM

  • Vol Bm

  • Twr Contr

Profits

  • twr-GIVEN

  • marketValueStart-GIVEN

  • otherProfits-GIVEN

  • unrealizedProfitsInclAccruedInterest-GIVEN

  • realizedProfits-GIVEN

  • otherCosts-GIVEN

  • costs-GIVEN

  • totalGrossProfitsInclAccruedUnterest-GIVEN

  • netCashflow-GIVEN

  • MarketValue