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Lens Store™ / Lenses / Portfolio Value

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High Level, Analysis

Portfolio Value

Visualize Your Portfolio's Market Value and Income Trends

Gain a clear, historical perspective of your portfolio's market value and income. Contrast assets with liabilities, assess net value and net investment, and customize time frames to identify trends and potential issues.

The Portfolio Value lens is included for DeepSeek R1, Clarity, Panorama and Signature clients.

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All Funds & Portals Supported

Comprehensive Historical Analysis of Your Portfolio

Understanding the intricate movements of your portfolio is essential for strategic wealth management. The Portfolio Value lens offers an in-depth visualization of your portfolio's market value over time, empowering you to monitor growth, spot trends, and uncover potential issues that may impact your financial objectives.

Key features include:

  • Dual View Toggle: Seamlessly switch between Value and Income perspectives to analyze different facets of your portfolio's performance.
  • Liabilities Contrast: Evaluate your assets against liabilities to gain insights into your net value, providing a holistic view of your financial standing.
  • Net Investment Tracking: Keep track of your total capital contributions versus the current portfolio value to assess investment efficiency.
  • Customizable Time Frames: Select specific periods such as the last 12 months, year-to-date, or previous years to focus your analysis on time frames that align with your strategic interests.

By offering a historical lens, this tool helps ultra-high-net-worth investors, family offices, RIAs, and private wealth institutions to make informed decisions. 

 

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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