Portfolio Manager
Say goodbye to spreadsheets and disconnected systems
Monitor cashflow and FX portfolios in one centralised platform.
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Your portfolio against real-time market data
With live mark-to-market reports, you’ll receive accurate, up-to-date valuations that help you stay aligned with industry requirements while making informed financial decisions.
Understand how market movements impact your portfolio
Run quick scenario tests to assess your exposure and adjust strategies with confidence.
Gain clarity on your FX exposure
Helping you identify concentration risks, optimise provider usage, and make more informed hedging decisions.
See it in actions
Full visibility over your portfolio
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Features
The best in class tools
Scenarios made simple
Model different scenarios effortlessly with our intuitive sensitivity slider.
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Live market data
Compare your portfolio against live market rates for accurate insights.
Exposure management
Seamlessly input your exposure details, including currencies, hedged amounts, and percentages.
Toggle trades
Easily toggle trades on and off to see how your portfolio adapts in real time.
Deep portfolio insights
Drill down into individual months for a detailed breakdown of cash flows and risk positions.
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Multi-currency support
Seamlessly manage portfolios across multiple currencies with automatic conversions and exposure tracking.
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Portfolio Manager
FAQS
Portfolio Manager is a central hub to track, manage, and assess your entire FX portfolio. It brings together your exposures, trades, and valuations — helping you stay informed and in control.
It’s built for finance teams and decision-makers managing multiple FX positions. Whether you hedge internally or work with a provider, Portfolio Manager helps you make clearer, faster decisions.
By combining real-time exposure tracking with a forward-looking view of your positions, it highlights what’s working, what’s at risk, and where you need to act.
You’ll get a clear breakdown of your open positions, hedge coverage, valuation performance, and upcoming expiries — all in one place, always up to date.
It’s part of the Pro plan. If you're on a Free plan, you’ll need to upgrade to unlock it. Just speak to our team — we’ll get you set up.
Pay low fees to
save on big margins
Reduce FX cost in minutes
