Yes, it would be a very interesting feature. It’s similar to a Morningstar tool, the “Instant X-Ray”.
A Morningstar integration could be a plus for T212.
Portfolio management tools are an area that most (or all) financial intermediaries lack. With description of all the:
→ Asset classes - In % and value
→ Geographic exposure (regions, countries) - In % and value
→ Currencies exposure (USD, EUR, GBP, etc) - In % and value
→ Industries/sectors (GICS) - In % and value
→ instruments types (types of: stocks, ETFs, ETCs, ETNs, debt) - In % and value
Stocks:
Debt:
→ Performance data (returns, volatility, sharpe/sortino/information ratios, tracking error, etc)
Examples in Performance - Returns
Examples in Risk and Rating
→ Graphs tools with comparison benchmarks (e.g. MSCI World Total Return (TR) in USD or EUR or GBP, S&P 500 TR in USD or EUR or GBP, Euro STOXX TR in USD or EUR or GBP, bonds indexes and mixed asset indexes TR in several currencies)
An overall Morningstar Portfolio example:
https://www.morningstar.co.uk/Common/funds/snapshot/PortfolioSAL.aspx?Site=uk&FC=F00000457Y&IT=FE&LANG=en-GB
An dedicated dashboard in T212 desktop/web platform would be preferable, accessible in the T212 left panel:
