vaughnwoods

Black Diamond Reporting is a solution for data aficionados who track their portfolio with personal spreadsheets and graphs. For these types of clients, Black Diamond puts the power of an institutional-quality program into the hands of clients by providing advanced portfolio-monitoring tools which makes the old spreadsheet-and-a-calculator approach obsolete.

Some Black Diamond Features:

• Analyze daily returns based on different investment categories such as asset class and investment type.
• Review asset allocations for individual accounts or your complete portfolio.
• Quickly analyze portfolio statistics with charts for data such as standard deviation, beta and Sharpe ratio.
• Aggregate your wealth sources so you can see your managed  investment portfolio side-by-side your annuities, real estate and other non-managed assets.
• Completely web-based platform. No software installation is necessary.

Black Diamond Screenshots:

Segment Allocation

Portfolio Performance

Account Performance by Weight

Portfolio Standard Deviation

Portfolio Segment Returns

Please contact us today for more information about Black Diamond, or visit www.blackdiamondreporting.com