MIK Portfolio Monitor

Available from MIK Fund Solutions

The ability to integrate your firm’s accounting, risk, research and market data into the Portfolio Monitor sets MIK apart from other real-time P&L tools. Out-of-the-box solutions try to fit your analysis needs into a limited data model, but we give you a single, integrated view of all of the components of the portfolio, based on your research, trading and portfolio management preferences.

In addition, the important components are not limited to what can be extracted from your vendors. We can also build in functionality to handle your own custom analytics and calculations.

MIK's Real-Time Portfolio Monitor can incorporate:
OMS orders and fills to view intra-day changes to the portfolio’s composition, exposure and P&L
Analyst price targets and associated alerts for positions approaching their upside or downside target
Exposure limits by different portfolio attributes
Your risk vendor’s results (VaR, Tracking Error, etc.)
Intraday winners/losers and market movers
Beneficial ownership reporting requirements, triggers and alerts

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