Create and Manage Portfolios 

Confidently manage and monitor your portfolio throughout the day by studying performance, risk, and composition in real time.

• Research positions by linking to FactSet’s company analysis or debt analysis reports.
• Use the portfolio optimizer tool to suggest potential trades that maximize portfolio utility in a risk/return construct.
• Include your own alphas and impose a full range of constraints, such as minimum and maximum position size, industry, sector or currency focus, and penalties, on any variable you define.
• Use FactSet’s trade model utility to simulate trades before they are executed, giving you insight into the implications for composition, predicted risk, style, or fundamental characteristics.
• Create trade lists and download them into Excel or into a file compatible with your OMS.