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.
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