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Portfolio Management

Master the tools and techniques for effectively managing your PMF Finance portfolio.

Portfolio Overview​

Dashboard Features​

  • Real-time portfolio value tracking
  • Position-level performance analysis
  • Asset allocation visualization
  • Risk exposure monitoring

Key Metrics​

  • Total portfolio value and returns
  • Individual position performance
  • Risk-adjusted return calculations
  • Diversification analysis

Position Management​

Active Positions​

  • Current market positions and their values
  • Unrealized gains and losses
  • Position sizing and allocation percentages
  • Time-based performance tracking

Order Management​

  • Open orders and their status
  • Order history and execution details
  • Pending limit orders and their conditions
  • Order modification and cancellation tools

Performance Analytics​

Return Analysis​

  • Total returns over various time periods
  • Benchmark comparison and relative performance
  • Risk-adjusted metrics (Sharpe ratio, etc.)
  • Attribution analysis by market category

Risk Metrics​

  • Portfolio volatility and standard deviation
  • Maximum drawdown analysis
  • Value at Risk (VaR) calculations
  • Correlation analysis between positions

Portfolio Optimization​

Diversification Tools​

  • Asset allocation across different market categories
  • Correlation analysis between positions
  • Concentration risk identification
  • Rebalancing recommendations

Risk Management​

  • Position sizing guidelines and limits
  • Stop-loss and take-profit level setting
  • Portfolio-level risk controls
  • Stress testing and scenario analysis

PMF Holdings Management​

PMF Portfolio Tracking​

  • Individual PMF performance and allocations
  • NAV tracking and historical performance
  • Fee analysis and impact on returns
  • Redemption planning and timing

Writer Performance Analysis​

  • Track performance of PMF writers you've invested with
  • Compare writers across different metrics
  • Historical performance and consistency analysis
  • Investment decision support tools

Tax and Reporting​

Transaction History​

  • Complete record of all trading activity
  • Detailed transaction logs with timestamps
  • Cost basis tracking and calculations
  • Realized and unrealized gain/loss reporting

Tax Optimization​

  • Tax-efficient trading strategies
  • Holding period optimization
  • Loss harvesting opportunities
  • Year-end tax planning tools

Mobile Portfolio Management​

Mobile App Features​

  • Full portfolio access on mobile devices
  • Real-time notifications and alerts
  • Quick trade execution capabilities
  • Simplified portfolio overview

Responsive Design​

  • Optimized for all screen sizes
  • Touch-friendly interface elements
  • Streamlined navigation for mobile use
  • Offline capability for basic portfolio viewing

Advanced Features​

Custom Alerts​

  • Price-based alerts for positions
  • Performance threshold notifications
  • Risk limit breach warnings
  • Market event notifications

Portfolio Analytics​

  • Advanced charting and visualization tools
  • Custom performance benchmarks
  • Sector and category analysis
  • Predictive analytics and forecasting

Best Practices​

Regular Review​

  • Daily portfolio monitoring routines
  • Weekly performance analysis
  • Monthly rebalancing considerations
  • Quarterly strategy reviews

Documentation​

  • Keep detailed records of investment decisions
  • Document strategy changes and rationale
  • Track lessons learned from both successes and failures
  • Maintain investment journal for continuous improvement

Integration Features​

External Data​

  • Import external portfolio data
  • Connect with other trading platforms
  • Sync with accounting and tax software
  • Export data for external analysis

API Access​

  • Programmatic portfolio access
  • Automated trading and rebalancing
  • Custom analytics and reporting
  • Third-party tool integration

Next Steps​

  • Explore your current portfolio analytics
  • Set up custom alerts and notifications
  • Learn about Analytics Dashboard features
  • Optimize your portfolio based on performance data