Your full wealth picture enriched with analytics
Wealth Portfolio Dashboard
Monitor your wealth from any of your devices. The Wealth Portfolio Dashboard is your home base for indications of portfolio construction, monitoring portfolio drift, and revision decisions. Compare your aggregate risk dimensions with a customized benchmark in Net Worth or Investment mode.
Monitor market movements and volatility right in Ripsaw®. See how the market is interpreting the arrival of new information.
Daily Performance Breakdown Comparison
Compare the changes in value of each of your portfolio holdings with that of your customized benchmark as a source of performance attribution. The performance of your benchmark constituents indicate what is driving market movements.
Benchmark Deviation Indicator
Portfolio benchmark deviation indicators help avoid drifting too far away from your objectives. Setting to adjust deviation thresholds.
Configurable Data Views
Create custom views , filter and sort, and analyze over 70 reference data and risk exposure dimensions.
Charts & Graphs
Data visualizations for detailed asset allocation and to help evaluate portfolio composition differences from your custom benchmark.
The Holdings Analysis feature allows the user to view their wealth portfolio by each investment. That is, aggregating the same investment held in multiple accounts. This view gives the user the relevant percentage of their total wealth portfolio allocated to each investment for return impact and diversification analysis. The full set of security specific details available in Account view are also available in Holdings view plus additional information on fund investment strategies and historical price charts. From the Holdings view, Ripsaw® also provides a mapping and access to which accounts each security is held and their respective unrealized capital gains/losses. This is useful information before executing a portfolio revision.
Data Quality Checks and Notifications
Automatic data checks that help you manage your reference data so that it is ready to take advantage of Ripsaw® Wealth Tools. This is part of the Ripsaw® Notifications feature. Here you will also see news, information, and alerts.