Overview

The Overview is the immutable landing page of the Performance Watcher platform. It is the user’s daily cockpit—designed to deliver a high-level, consolidated view of everything necessary across the ecosystem: risk, return, portfolio behaviour, peer comparisons, news and alerts, and quick links to frequently used tools.

Purpose

  • To serve as the starting point for supervision, positioning, and alerts.

  • To summarise the current state of performance and risk across portfolios and composites.

  • To provide quick access to favourite dashboards, analyses, and alerts.

  • To enable immediate visual triage for prioritisation of follow-up.

Structure & Features

While its layout is fixed (users cannot add or remove elements), users can reorder sections to suit their workflow. All track and risk data are based on the default period, i.e. a YTD period with at least 15 months.

Key components include:

Key Metrics & Distributions

  • Performance quality (via Perfometer-style summaries)

  • Risk/Return Overview: scatter plots or tables of portfolio positioning

  • Return Distributions: helps identify outliers and dispersion within a peer group

  • Exposure by Risk Level and Currency: breakdown of ecosystem allocations

Alerts Summary

  • A centralised area displaying any triggered performance or risk alerts.

  • Alerts are based on deviation from declared risk, unusual flows, or sharp underperformance relative to peers.

  • Users can click through to relevant dashboards or instruments directly from the alert panel.

Favourite Dashboards & Analyses

  • Shortcuts to the most relevant tools for the user’s daily work.

  • Includes dashboards (e.g., CHF Portfolios or All Advisory)

  • Individual favourite analysis (e.g., a flagship client portfolio). Frequently used instruments (portfolios, composites, or indices) can be bookmarked here.

Weather Overviews

  • A condensed visual showing the current “weather” for the ecosystem:

    • How many portfolios are sunny, fair, cloudy, or stormy

    • The weather for the composites of the Ecosystem

  • Provides a fast health check of the entire book.

User Access & Personalisation

  • Overview adapts to the user’s ecosystem and access rights.

    • A relationship manager sees only their clients.

    • A CIO sees all discretionary portfolios firm-wide.

  • Users can reorder sections based on priority (e.g., moving Alerts or Favorites to the top).

  • Data is updated daily, reflecting the last available net-of-fees performance.

Typical Use Cases

  • Morning Check-In: A quick scan of what’s working and what needs attention.

  • Team Coordination: Managers can use Overview to assign follow-up based on underperformance or risk alerts.

  • Client Prep: Identify weather changes or new alerts before a call or meeting.

Benefits

  • Zero configuration needed: Ready to use from day one.

  • Unified control panel: Everything most important, summarised in one page.

  • Intelligent triage: Highlights deviations from expected risk/return and allows immediate follow-up.

  • Client-ready insights: At-a-glance performance summaries without needing to dig through dashboards.