Monitors and supports the data lifecycle from idea origination, research, sizing, risks, position attribution, targets, stops and post exit monitoring. Focused on the Portfolio Manager and his associated analysis process. Provides documentation of the thought process behind an investment and is valuable in looking back to see how the investment process succeeded or failed and why.
Idea Monitor is unique in that it is the only system on the market that marries the investment idea with position and relevant market data in real time. The application tracks Positions (size, volatility, entry/exit points etc), Market Data and all terms and conditions of the security.
Idea Monitor provides the following benefits:
- Snapshot view of all ideas - point in time and historical
- Idea Tearsheet creation with current status (individual or summary)
- Document management/linking
- Idea metrics and measurement (EPS forecast vs market, EBita vs market, yield and sum of the parts, etc.)
- ROR & ROI of theoretical and actual ideas
- Benchmarking, targeting and stop management
- Real time event triggers and catalysts
- Event Monitoring
- Model Management