Trading Dashboard and Analytics
OmniView™ Analytics Platform
TrancheVest provides a comprehensive trading dashboard and analytics suite through the OmniView™ platform, delivering powerful insights contextualized by user risk profiles.
Portfolio Overview
The dashboard begins with a holistic portfolio overview tailored to the user's risk profile:
Current Allocation Visualization
Interactive asset allocation pie chart
Tranche-appropriate color coding
Drill-down capability for detailed analysis
Comparison to target allocation model
Historical Value Tracking
Multi-timeframe performance charting
Benchmark comparison with relevant indices
Volatility visualization with risk context
Drawdown periods with recovery tracking
Risk Exposure Analysis
Current risk metrics with tranche context
Exposure breakdown by asset category
Correlation visualization between holdings
Risk contribution by position
Performance Attribution
Return sources breakdown
Asset-by-asset contribution analysis
Strategy performance evaluation
Timeframe comparison of returns
P&L Breakdown
Realized vs. unrealized profit/loss display
Historical P&L with timeline markers
Tax-relevant P&L classification
Fee impact analysis
Tranche Tree Visualization
The OmniView™ platform incorporates our Tranche Tree concept into its visualization approach:
Branch-Based Performance Tracking
Each risk tranche represented as a separate branch
Growth visualization using upward bar graphics
Comparative performance across tranches
Root-level portfolio foundation metrics
Visual Risk Representation
Color-coded risk indicators matching tranche levels
Growth pattern visualization relative to risk
Balance representation across portfolio components
Historical growth patterns with risk context
Trade Analysis
The platform provides detailed analysis of trading activity and performance:
Historical Trade Log
Comprehensive transaction history
Market context for each trade
Strategy classification of transactions
Performance impact visualization
Win/Loss Statistics
Success rate analysis by asset category
Profit factor calculation
Average win vs. average loss comparison
Consecutive win/loss streak analysis
Duration Analysis
Holding period statistics by asset type
Comparison to optimal holding periods
Time-weighted return analysis
Duration impact on performance
Entry/Exit Quality Assessment
Entry timing evaluation relative to optimal
Exit efficiency analysis
Opportunity cost calculation
Improvement suggestions based on analysis
Strategy Performance Breakdown
Strategy-specific performance metrics
Cross-strategy comparison
Market condition correlation
Strategy adaptation recommendations
Risk Metrics
The dashboard provides comprehensive risk analysis calibrated to user risk profile:
Volatility Measurements
Daily/weekly/monthly volatility calculation
Historical volatility comparison
Volatility trend analysis
Context-appropriate volatility targets
Drawdown Analysis
Maximum drawdown visualization
Recovery period tracking
Drawdown comparison to expectations
Historical drawdown patterns
Correlation Heatmap
Inter-asset correlation visualization
Correlation changes over time
Diversification effectiveness scoring
Correlation-based optimization suggestions
Risk Contribution Analysis
Position-level risk attribution
Value-at-Risk (VaR) calculation
Expected shortfall metrics
Tail risk evaluation
Scenario Stress Testing
Market crash simulation
Correlation breakdown scenarios
Liquidity crisis modeling
Historical event comparison
Market Context
The dashboard integrates relevant market insights filtered by risk profile:
Relevant Market Insights
News and developments filtered by relevance
Impact analysis on current holdings
Upcoming event calendar for holdings
Narrative tracking for positioned sectors
Tranche-Specific Benchmarking
Performance comparison to appropriate benchmarks
Risk-adjusted performance metrics
Peer comparison within risk tranche
Strategy performance vs. market averages
Sector Performance Comparison
Relative sector strength analysis
Positioning relative to sector performance
Rotation opportunity identification
Sector allocation optimization
Narrative Tracking
Current market narratives relevant to holdings
Narrative strength indicators
Sentiment tracking for key narratives
Emerging narrative identification
Liquidity and Volume Analysis
Market depth visualization for holdings
Volume trend analysis
Liquidity risk assessment
Execution quality optimization
Customization Options
The OmniView™ platform offers extensive customization capabilities:
Dashboard Configuration
Configurable widget layout
User-defined default views
Custom time period presets
Dark/light mode options
Custom Alerts
Price movement notifications
Risk threshold alerts
Strategy performance notifications
Market condition alerts
Reporting Options
Scheduled report generation
Custom report builder
Export capabilities in multiple formats
Tax reporting optimization
Visualization Preferences
Chart type selection
Color scheme customization
Data density adjustment
Technical indicator overlay options
Mobile Experience
The analytics capabilities extend to mobile devices with optimized presentation:
Responsive Design
Automatic layout adaptation for all screen sizes
Touch-optimized controls
Simplified views for essential metrics
Quick-access shortcuts for key functions
Real-time Monitoring
Push notifications for critical alerts
Live portfolio updates
Market condition changes
Trade signal delivery
On-the-Go Analysis
Core analytics available on mobile
Simplified visualization for small screens
Critical decision support data prioritization
Touch-optimized interaction
The OmniView™ analytics platform provides users with deep insights into their portfolio performance contextualized by their risk profile, enabling informed decisions and clear understanding of investment outcomes while maintaining alignment with their risk tolerance preferences.