Keep track of your portfolio holdings in real time by gaining access to streaming intraday performance metrics on an absolute and relative basis in addition to basic items such as price, percent change, volume, etc. You can also view and interact with dynamically changing charts for your portfolio and/or benchmark at the security and/or group level.

Monitor Portfolio Holdings and Watch Lists

Wealth management professionals rely on the power of FactSet's Marquee / WealthScope solution. Use Marquee to centrally manage all of your portfolios and corresponding positions, access your portfolios’ streaming intraday performance, and analyze real-time, fundamental, and historical data for the firms in your portfolios. Then, launch WealthScope to manage the portfolio planning, implementation, and review process. Integrated seamlessly within Marquee, WealthScope helps you create concise and meaningful reports that can be instantly saved as branded PDFs for enhanced client communication. Whether you want to construct a new portfolio or benchmark an existing portfolio against an index or internal model, WealthScope’s interface is simple and fluid. Learn more: Solutions for Wealth Managers

• Access your firm's daily portfolio holdings for intra-day, bottom-up performance analysis relative to the benchmark of your choice
• Analyze the performance of the entire portfolio and groups (such as sector) in addition to the ability to drill-down to the security level
• Display portfolio, group, and security level statistics for any data item including real-time Contribution and Relative Contribution
• Display dynamic charts that reveal your portfolio’s best & worst performing securities and/or groups.
• Customize the metrics being displayed and/or charted for your portfolio constituents by selecting subscription based content or your firm’s proprietary data stored on FactSet.
• Filter news on portfolios or watch lists leveraging real-time access to research reports, transcripts, filings, editorial reviews, and even your firm's own internal research and commentary