Botanica La Caridad Group

Portfolio management software (PMS) is a digital tool used by investors, fund managers, or financial institutions to track, analyze, manage and report on a collection of assets (the “portfolio”). The assets can include stocks, bonds, crypto-assets, derivatives, real-estate holdings, or more.With PMS, the aim is to:

• Get a consolidated, real-time (or near-real-time) view of holdings across accounts, wallets, exchanges or brokers.

• Monitor performance (returns, P&L), risk (exposures, diversification, drawdowns) and asset allocation.

• Facilitate decision-making: e.g., rebalancing, shifting allocation, reporting to stakeholders or regulators.

"The strength of Ifá is not in the force of the wind but in the grounding of the soil. Stand firm, and life will bloom around you." — Odu Ifá: Okana Meji

Reflection: What keeps you grounded in the face of adversity?

Welcome to our group Botanica La Caridad Group! A space for us to connect and share with each other. Start by posting your thoughts, sharing media, or creating a poll.