OLIS (EN)

PERFORMANCE

OLIS uses real-time weighted performance, which reflects the return on the whole portfolio together with the total for all the underlying assets in order to simplify the analysis of each item. You have access to a full set of statistics for your portfolios as well as to snapshots on various dates. You can measure external and internal performance for all your various portfolio types.

Your risk-return ratio is available in the form of graphs, statistics and is based on all types of classification (by sector, currency, etc.). OLIS also provides heat-maps showing the real-time weighted size and the return on a given position over a period.