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The book, in one room.

Live mark-to-market, factor exposures, and concentration alerts — all driven by the same providers as the rest of Finsyt.

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Market value
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Cost basis
$0.00
Unrealised P&L
$0.00
+0.00%
Today's change
$0.00
+0.00%
Positions
0
Top 5 = 0.0%
Factor risk · SPY252d lookback
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Sector exposureBy market value
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Concentration
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Today’s attribution

vs equal-weight sectors

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0 positions · live markedLoading…
SymbolSharesAvg CostLastMkt ValueUnrealised P&LWeightSector
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OptimizerMean-variance · daily closes · 252d lookback
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