NextBull Terminal
Portfolio Analytics
Enhance your analysis with portfolio analytics from NextBull and sell-side & independent sources
Monitor your performance like a hedge fund. NextBull’s portfolio manager gives you live updates on gains/losses, asset allocation, trade history, risk levels, and more — all visualized beautifully. Get a clear picture of where you stand, spot patterns, and make informed rebalancing decisions with ease.
Asset Allocation
Dig into vital information, across asset classes, on specific companies, industries and countries.
Automatic Risk Management
Integrate NextBull Terminal data and analysis with your firm's own research, data and insights.
Advanced Tracking
Upload reports, models, corporate access and analyst marketing with embedded custom data.
Reporting
Chat with NextBull analysts about their research findings.
Portfolio Analytics Features
Real-Time Performance Tracking
Monitor your portfolio’s live returns, P&L, and performance against benchmarks — all updated dynamically as markets move.
Risk & Exposure Analysis
Get a clear breakdown of risk by asset, sector, geography, or position size. Identify overexposure and align your portfolio with your risk appetite.
Asset Allocation Insights
Visualize how your capital is distributed across instruments, sectors, or currencies. Adjust allocations to reflect your market view and goals.
Trade History & Behavior Tracking
Review your trading patterns, entry/exit timing, holding periods, and win/loss ratios to understand what’s working and where to improve.
Custom Metrics & Reports
Generate custom reports and performance dashboards using personalized KPIs, filters, and historical data views — exportable anytime.
Risk Management
Protect your capital with powerful risk management tools. Set automated stop-losses, drawdown limits, and exposure alerts to trade with discipline and confidence.
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