10+
Downloads
Content rating
Everyone
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About this app

This App is not stand-alone and requires an existing illio account to use

Pre-configured analytics and access to market data allows users to manage and analyse their investment portfolio. By distilling and digitising best-in-class practices from the investment industry, we provide true value and clarity of performance and risk instead of overloading users with data. And we’re everywhere our clients need: on mobile, web and secure desktop

The platform provides:

PORTFOLIO AGGREGATION
Consolidate positions across asset classes, geographies, currencies, sectors and custodians

PORTFOLIO PERFORMANCE & BENCHMARKING
Evaluate performance against market benchmarks to compare portfolio performance

PROFIT & LOSS AND ATTRIBUTION
Understand asset class and portfolio profit & loss, whether it's from price change, income or FX

STRESS TESTS & SCENARIO ANALYSIS (Web platform only)
Simulate potential impact of changes in variables such as equity price, FX, yield, credit spreads or rates

RISK ANALYTICS & EXPOSURES
Charts provide overview of portfolio risk and exposure
Interactive visualisation of risk analytics (Web platform only)
Updated on
1 Jul 2021

Data safety

Developers can show information here about how their app collects and uses your data. Learn more about data safety
No information available

What's new

Update display names for transactions