Keep track of your portfolio holdings in real time with streaming intra-day performance metrics on an absolute and relative basis. Interact with dynamically changing charts for your portfolio and benchmark at the security or group level.

Monitor Portfolio Holdings and Watch Lists

For Wealth Managers 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. FactSet lets you manage the portfolio planning, implementation, and review process. FactSet also helps you create concise and meaningful reports that can be instantly saved as branded PDFs for enhanced client communication. 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 and worst performing 
  securities and/or groups.
• 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