Portfolio Reporting

Point Focal portfolio reporting is automated, data-driven quantitative insight written with natural language generation and visual analytics. Reports are written without humans and customized to your portfolios and watchlists. It is the future of institutional research, now.

Reports include the following content:

  • Market behavior activity.
  • ESG impact.
  • Earnings estimates and post-earnings drift quant model deciles.
  • News and news sentiment.
  • Off-exchange activity.
  • Performance information.

It’s a different kind of reporting.

Data providers: Util, FINRA, Brain, Estimize

As seen on the Broadridge NYFIX portal.

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