Add your portfolio holdings, define your investment guidelines, and check compliance in one click — every breach flagged with the exact positions driving it.
1
Portfolio holdings
Total: 100.0%
Holding
Asset Class
Region
Liquidity
Weight %
2
Compliance rules
Public Equity minimumPublic Equity ≥ 20%
Private Equity maximumPrivate Equity ≤ 25%
Illiquid (Tier 3) maximumTier 3 ≤ 20%
Fixed Income targetFixed Income ~ 15% ±5%
Single position capEach holding ≤ 10%
Region concentration vs benchmarkRegion within ±5% of benchmark