Interactive Portfolio Tracker (IPT)
The Interactive Portfolio Tracker is based on the concept of classic model portfolios. While simple variants are based on a "don't touch" principle, the IPT breaks down familiar limitations. Depending on requirements, it fulfills several functions. For example, it can be used as a central work and analysis interface for structured portfolio viewing, contextualized evaluation and further interaction within copytrader i/o. If there is an interface to a financial service provider, the entire investment portfolio of a trading strategy can be transferred to an IPT grid with just one click. The IPT grids themselves can be integrated into blogs or websites depending on the user status. Ideal for trading groups and forums.
In contrast to static model portfolios, the tracker is a dynamic desk from which a variety of analytical and event-related activities can be initiated. Individual portfolio positions are not displayed in isolation, but act as active anchor points that enable direct access to in-depth tools. The integrated additional functions include in particular the seamless linking with technical analysis tools. Technical indicators, chart views and period-related evaluations can be called up directly from the respective position without leaving the portfolio context. If required, the entire portfolio and individual positions can be evaluated in near real time. This allows market movements, weighting changes and value developments to be classified according to the situation without suggesting the need for permanent real-time monitoring.
For activated users, the Interactive Portfolio Tracker also represents the central entry point to the Advanced Event Broadcaster. Relevant events, signals or status-changing information are made visible directly in the portfolio context and enable an immediate reaction or in-depth analysis. In this form, the module functions not only as a mapping logic for portfolio structures, but also as an operational control center that combines analysis, monitoring and event reference in a consistent interface.