GreenHill Investment Reporting

Portfolio Explorer

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    ReportQuest Portfolio Explorer

    Portfolio Explorer is incredibly valuable for an investor, providing an easy way to monitor and track investments. It gives investors the ability to easily view all their investments within one platform, giving them a comprehensive overview of their entire portfolio. This helps investors to better understand their financial situation and make informed decisions. Additionally, it can provide investors with detailed analytics and insights, such as portfolio performance, risk management, and historical trends. With Portfolio Explorer, investors can make more informed decisions about their investments and have a better understanding of their overall financial health.

    GreenHill’s Portfolio Explorer Module provides detailed analysis of equity and fixed income portfolio holdings. Equity reports review cost value, market value, percent of market, quarterly and annual price changes, price to earnings, price to book, current yield, beta and market capitalization.

    A Feature-Rich Portfolio Explorer

    Summaries may be displayed by sector and/or industry. Fixed income reports review cost value, market value, percent of market, quality rating, coupon, maturity, current yield, yield to maturity, years to maturity and duration. Summaries may be displayed by maturity, coupon, rating, yield to maturity, duration or current yield.

    Portfolio Explorer is a powerful tool for making better investment decisions. It allows an investor to quickly analyze his/her portfolio to determine which investments best suit his/her investment needs and goals. It provides a range of features, such as the ability to analyze multiple portfolios, the ability to compare portfolio investments for specific time periods, and the ability to monitor specific investment characteristics that influences portfolio management/decision-making. With this tool, investors can develop a better understanding of their portfolio’s holdings, identify potential risks and opportunities, and make informed decisions about their investments. Portfolio Explorer also helps investors to stay on track with their financial goals, allowing them to make more informed and profitable decisions.


    Why GreenHill?

    GreenHill takes a personal approach to investment performance reporting. You’ll never need to choose from limited options – we help you design your own options. We listen with the goal to provide each client the optimal tools for their investment reporting and analysis.


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