Global Custody Solutions Portfolio Cockpit

Portfolio Cockpit

Investment Reporting at your fingertips 

Portfolio Cockpit for iPad® is available for existing Credit Suisse Portfolio Net clients exclusively. This tool provides online access to performance and risk analyses as well as, holdings and asset allocation reports. All analyses are based on your categorizations and consolidations. In combination with the highly flexible parameterization, Portfolio Cockpit for iPad offers you a highly customized and flexible online investment reporting.

Added value for existing Portfolio Net clients

  • State-of-the-art app providing clients with customised and flexible online investment reporting on the go
  • Comprehensive summary of all assets at a glance
  • Interactive interface for viewing data and charts including split views

Functional highlights of the App

  • Assess the current performance of your portfolio including contribution and attribution details
  • Get detail information about your current holdings and strategic assets allocation
  • Use the Asset Analysis matrix for day-to-day data comparisons
  • Look into return details
  • Study the latest risk analysis of your portfolio
  • Gather information more easily using the interactive interface