Ironfly Position Manager


CONTEXTUALLY INTUITIVE: Manage your entire portfolio in real time. Beyond your standard position blotter, Ironfly lets you apply charts and filters across your holdings, enabling you to slice and dice your live data for the most up-to-date insights.

For large, well diversified portfolios, finding key exposures or performers can be greatly facilitated with a hierarchical bar chart, where one can visually, intuitively drill into the holdings with the most important metrics.

 

POSITION MANAGEMENT: Keep track of asset allocations and performance in real-time across multiple asset classes in a way that suits your existing workflow - from importing holdings from an external source; to utilising Ironfly’s internal logic to calculate live positions from historical trade records.

 

PERFORMANCE: Display positions past and present with performance and custom analytics. Select from chart types for the best mix of grouped and quantitative information to find the best way to perform your multivariate analysis.

Bubble charts are an ideal way to ‘manage by exception’. Inserting the chart, and selecting the “Day Profit and Loss” as the primary metric instantly enables the move and extent of your worst and best performers.

 

MULTI-ASSET MANAGEMENT: Consolidate an entire portfolio for a comprehensive overview and analytics including equities, currencies, fixed income, futures, warrants, and options. Normalise your entire portfolio across assets to see a complete, combined risk or performance metric that can be grouped or sliced in any way.

HISTORICAL ATTRIBUTION OF EXPOSURE AND RISKS: By clicking on a position and viewing the daily, monthly, yearly chart with different parameters chosen in the Field section, you can easily analyze your position changes.

 

EXPOSURE VALUES: View and analyse your positions across any category to clearly understand your exposures, with the use of categorical charts.

Bar charts can group category and numerical data such as currency normalised net notional exposure by country - by placing both long and short exposures on either side of the zero line, clearly indicating gross and net notional values.