Dashboards
Dashboards are one of the central modules of Performance Watcher, offering a real-time, multi-portfolio visualisation interface that empowers users to evaluate, supervise, and explain investment performance.
Dashboards aggregate various analytics, charts and tables into an interactive, customizable layout, making them ideal for both internal portfolio monitoring and external client reporting.
Purpose
To consolidate key insights about multiple portfolios (or other instruments) into one interface.
To compare performance and risk characteristics relative to benchmarks or peer groups.
To streamline daily supervision, client communication, and strategic decision-making.
Structure & Components
Dashboards are made up of three main building blocks:
Global Filter
Sets shared parameters for the entire dashboard:
Currency
Risk level
Date range
Ensures consistency across instruments and metrics.
Sections
Each section contains a subset of instruments (portfolios, indices, composites, or funds).
Filters are hierarchical: section filters must be subsets of the global filter.
Users can drill down into specific risk levels, manager groups, or custom views.
Blocks
Each section can display up to six blocks, which include:
X-Y charts (risk/return, relative performance)
Rolling return and volatility charts
Tables (returns, volatilities, relative metrics)
Weather (Perfometer) charts
Pie charts or flow tables
All blocks support daily-updated, net-of-fees performance data.
Features
Customizable Layouts: Users can build dashboards from scratch or use pre-built templates.
Favorites & Tagging: Dashboards can be saved, tagged, and marked as favorites for quick access via the Overview page.
Duplication: Dashboards can be duplicated and modified to reuse structure with different filters.
Time Horizon Control: Date settings can be adjusted globally or per section. Changing the global date resets all section-level dates.
Use Cases
Portfolio Managers: Track relative performance across mandates and identify underperformers.
Compliance Teams: Verify alignment with declared risk levels using tools like the Risk Budget Check.
Relationship Managers: Use client-specific dashboards with intuitive visuals (weather, relative returns) to guide discussions.
Executives & CIOs: Get top-down insights into strategy performance at the firm or team level.
Benefits
Time-Saving: Automated updates eliminate manual data collection and Excel work.
Clarity: Prebuilt visual tools like Perfometer and peer comparison X-Y charts make interpretation fast and intuitive.
Consistency: Uniform metrics and filters ensure that all users in an organisation are looking at the same reality.
Objectivity: Dashboards enable managers to compare results against benchmarks and the wider PW community with full transparency.