Jashsoft provides a complete suite of financial intelligence software that lets you track your portfolio, manage your exposure across sectors and regions, and follow the macro and microeconomic trends.
See how your portfolio is performing by viewing a chart of your portfolio value for the last 6 months.
View the exposure of all your holdings by sector. This allows you to be conscious of your allocation to each sector.
View the exposure of all your holdings by region. This allows you to be mindful of geographical diversification.
See how volatile your portfolio is by viewing the Beta for your aggregate portfolio.
View the top holdings for your portfolio, which can highlight if you are over-exposed to some securities over time and need to re-balance your portfolio.
Track your portfolio's best and worst performing securities, so you can learn from your decisions.
Indexes rise and fall in cycles. See your portfolio's computed CAGR to track if you are meeting your goals for annual returns.
Returns only make sense when you view them from a risk-adjusted perspective. See your portfolio's computed Sharpe ratio to track your excess returns for unit of increased risk.
You can monitor market data for regions & sectors. This enables you to see how different regions are performing, and how different sectors are doing. It can provide actionable information to rotate out of sectors and change allocation across regions.