You contribute to the platform by contributing the value of your anonymised investment portfolios.
Performance Watcher calculates daily performance from the automated connection.
The import platform accepts data from many banks, aggregators and management systems (PMS).
You define the risk level of each portfolio.
By doing so, you can compare portfolios with the same reference currency and risk level.
Thanks to our normalisation and “weather“ methodology, your portfolios are comparable to the community.
Your internal composites are automatically generated and available for comparison.
Predefined alert system on risk and return deviations.
Data quality alerts.
Dynamic monitoring of risk and relative performance of your accounts over varying time horizons.
Monitoring the quality of performance in comparison to your peers.
Ability to showcase the quality of your investment management with the community.
Reach out to investment management, risk and compliance specialists.
Ability to contextualise your investment management performance with the reality of managed portfolios.
The Perfometer is the heart of Performance Watcher's analysis tools. Thanks to its simplicity and precision, it allows you to instantly compare the competitiveness of the portfolio under analysis. Without jargon, an explicit and simple-to-understand weather pictogram, gives you the information you need to make your assessment.
For example here, for the last three months, with three anonymised investment funds, very popular in Switzerland:
Performance Watcher Ready (PW Ready) banks and portfolio management systems (PMS) provide approved automated daily connections with our database. In addition, PW Ready platforms comply with our anonymity requirements, ensuring encrypted data links for your portfolios.