The morning
Calendar, regime and the meeting-by-meeting policy path after the latest print.
- CALCalendar
- MRMacro Regime
- RFRate Forecast
For Portfolio Managers
What changed, what the book carries, and what would change your mind.
A portfolio manager's day runs from the morning's data to the book and back. ZinsCapital keeps that loop in one workspace: the release and the policy path, the exposures and attribution, the ideas, and the conditions being watched.
The problem
What gets in the way today.
- The morning starts in five tools before the first decision.
- Exposures are known by line item, not by factor.
- The conditions that would change a view are not written down anywhere they can be watched.
How the platform is used
Where portfolio managers use it.
The book
Exposures, tracking error by factor, and yesterday's attribution against the benchmark.
- PORTPortfolio & Risk Analytics
- PCPortfolio Command
New ideas
Screen, then value the shortlist on your own assumptions.
- SCRStock Screener
- VALStock Valuation
The watch list
Rules on price, drawdown and regime change, and a journal of each trade's thesis and invalidation.
- ALRTAlerts
- TJTrade Journal
Relevant pillars
Where to look first.
What changes
What your team gets.
- The morning routine in one workspace instead of five tools.
- Exposures understood by factor, not just by line item.
- The conditions that would change each view written down and watched.
Request a demo
See it on your own questions.
A demo is a working session in the platform on a question you bring: a release, a company, a position or a portfolio. We reply within two business days.