Related Products
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About
General partners and portfolio companies deserve a clear, simple, customized technology platform for seamless data collection, reporting, and insights. We make ESG easy and practical for private markets. There is increasing pressure from regulators, investors, customers, and employees to track your ESG performance. Taking steps now gives you a head start to build a brighter, more sustainable future. Highlighting your ESG improvement tomorrow requires measuring a baseline for comparison today. Our tools are tailored for private market needs to make getting started easy. Reporting and benchmarking require the discipline and practice of gathering consistent data over time. Our support team makes tracking data simple and manageable for the long term. To optimize your portfolio and make informed decisions, you have to measure your risk. Our analytics tools give you the insights and comparisons you need to manage what you measure.
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About
PortfolioMetrics is a web-based platform that helps you analyze and improve your investment strategy.
With just a few inputs, you can simulate how a portfolio would have performed historically, compare it to benchmarks, and run deeper simulations like Monte Carlo forecasts.
Whether you're a private investor, a financial advisor, or a content creator, PortfolioMetrics gives you the tools to evaluate risk and performance, optimize asset allocation, and create shareable insights.
The platform supports:
- Historical backtests based on real market data
- Strategy comparison and benchmarking
- Key metrics like CAGR, drawdowns, and Sharpe ratio
- Advanced tools like Monte Carlo
- Export options (PDF, CSV) and public sharing links
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations searching for an advanced ESG solution
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Audience
Financial Advisors, Investors, Retail Investors
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationNovata
United States
www.novata.com
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Company InformationPortfolioMetrics
Founded: 2023
Czech Republic
portfoliometrics.net
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Categories |
Categories |
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ESG Features
Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment
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Integrations
No info available.
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Integrations
No info available.
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