Solution introduction
Building, maintaining, analysing and reporting on investment portfolios
This is a component within the Synaptic Research Suite that allows you to build and manage portfolios, providing Synaptic Comparator and Modeller access to allow research to be done using actual holdings.
The first screen shows how portfolios can be built and maintained using the Portfolio and Fund Chooser. Larger portfolios can be built by importing Citicodes from a spreadsheet.
