Interactive Data Adds Portfolio Analysis to PrimeTerminal

Interactive Data has added a range of portfolio analysis functionalities to its PrimeTerminal Professional financial desktop product.

The new functionalities include real-time or delayed options to analyze current value and weighting of individual items and the profit or loss generated by individual items or the overall portfolio.

The ability to customize solutions such as sample portfolio reports with asset allocation, performance charts, profit and loss calculations and other figures is also now offered.

Carsten Dirks, managing director of Interactive Data Managed Solutions, said in a statement, “Adding portfolio functionalities to PrimeTerminal is a major enhancement aimed at providing significant added value to the workflows of investment advisors, particularly in the private banking segment.”