Create and Track Investment Metrics

Key Benefits

Custom Metrics: Create and track specific metrics for individual investment holdings, tailoring KPIs to match your investment goals.

System Generated Metrics: Automatically generated, these metrics provide enhanced historical insights into your investment portfolio.

Portfolio Metrics and Comparison Interface: Monitor common metrics across all your investments for a holistic portfolio view. Select multiple datasets across portfolio holding metrics to compare values over time.

Milestones: Set goals and follow progress over time, ensuring that you stay on track to meet your investment objectives.

Exportability: Export any of your metrics to a .CSV file for further analysis. Download individual metric data or export all metrics at once for comprehensive reporting.

Use Cases

Individual Investors

Family Offices

Family offices can streamline collaboration with our Metrics feature by monitoring various asset classes and portfolios. This comprehensive view supports strategic asset allocation and performance tracking, ensuring that all family members and advisors stay aligned on investment goals.

Funds

For fund managers, our Metrics feature offers a centralized hub for overseeing multiple portfolios and providing timely updates on fund performance. This enhances internal communication and workflow efficiency, ensuring seamless coordination on investment activities.

Available Plans

You’ll gain access to this feature in the following plans:

Individual	Pro	Organization

Comparison

Feature	Other Platforms	Clockwork
Custom metric creation and tracking	X
System-generated metrics	X
Metric comparison interface	X
Milestone setting and tracking	X