Portfolio overview

Overview of your debt portfolio

In essence, your entire portfolio is divided between borrowed and lent loans. For effective structuring, loans can be categorized into different sub-portfolios. Once a portfolio is created, you have the ability to efficiently manage both loans and derivatives. V-Kompass also offers you the flexibility to customize your portfolio overview, allowing you to display your preferred metrics. Furthermore, you have the option to create a copy of the portfolio for subsequent professional editing in the Portfoliowerkstatt. The Portfoliowerkstatt also enables you to make adjustments to loans and derivatives without altering the original holdings. Additionally, you have the option to save the portfolio as an immutable archive copy. Archived files cannot be professionally modified after being saved.

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