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Lens Store™ / Lenses / Income by Asset Class

Card - Income
Planning, Analysis

Income by Asset Class

Revenue Streams Visualized

Unlock the full potential of your allocations by visualizing, analyzing, and optimizing income streams across all of your asset classes.

The Income by Asset Class lens is included for Panorama and Signature clients.

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Unlimited Documents
API Accessible
All Funds & Portals Supported

Your Revenue Radar

The Income by Asset Class lens gives you a comprehensive view of your portfolio's income generation, allowing you to:

  • Visual Income Distribution. See at a glance how each asset class contributes to your overall income with intuitive graphs.
  • Income Performance Comparison. Easily compare income generation across different asset classes to identify top performers.
  • Detailed Asset Breakdown. Drill down into specific asset classes for granular insights on individual income-producing assets.

Optimize your income strategy. Get clear, actionable insights into your portfolio's revenue generation.

About Copia

Whether you are managing your own portfolio, running a family office, or overseeing multiple clients, manage your investments in a whole new light by putting your Assets Under Intelligence. Embrace elegance and build a deeper understanding of your portfolio, make more informed decisions about future allocations, and feel confident in both investment and manager performance. 

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Have an idea for a lens?

We're building the system of record for assets and we call it the WealthOS™. If you have an idea or solution we'll help you build and serve the most sophisticated investors on the planet.

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Related Lenses

Card - Performance
Card - Net Worth

The Performance & Metrics lens and the Net Worth lens are perfect companions for the Income by Asset Class lens. 

The Learning Curve

Navigating Investment and Spending Policy Statements
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Navigating Investment and Spending Policy Statements

For family offices, effective cashflow management and accurate cash forecasting is not optional.

Income from Alternative Investing
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Income from Alternative Investing

As the investment landscape evolves, alternative investments have transitioned from niche allocations to essential components of sophisticated portfolios.

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