Create and Track Investment Metrics
DESCRIPTION
The Metrics feature enables investors to gain comprehensive insights into their investment holdings and portfolio performance, allowing for data-driven decision-making and strategic planning.
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
For individual investors, our Metrics feature allows seamless tracking and comparison of specific investment metrics. This enables informed decision-making and strategic planning based on detailed performance data.
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 | |
