New App
Instant visibility across all portfolios and reporting cycles.
Track NAV, long/short positions, mapping status, and operational readiness in a clean, auditable format.
Upload holdings with one click. Validate your data. Move fast.
Asset mapping status
Daily, weekly, monthly reporting support
Edit, export, rebalance prep
NAV + long/short decomposition
Position counts
Complete reporting calendars and contribution logs
View-All mode for detailed drilldowns
Heatmaps, rolling performance, contribution
Long Only
Long/Short Portfolios
Real position-level transparency, including private markets.
Drill into any vehicle. Read contributions, distributions, IRR, cash flows, and historical transactions.
Designed for multi-asset allocators who need full auditabilit
Understand what truly drives your portfolio.
Finsera calculates real exposures across every dimension that matters.
All charts are export-ready for reporting decks and LP communication.
Attribute risk to sectors and securities in seconds.
Identify concentration, emerging risks, and hidden drivers behind volatility.
Risk is no longer buried—it’s visible, sortable, and explainable.
Real position-level transparency, including private markets.
Drill into any vehicle. Read contributions, distributions, IRR, cash flows, and historical transactions.
Designed for multi-asset allocators who need full auditabilit
Performance summary
Top/bottom contributors
Sector drag/lift
See what drives returns—fast. Finsera blends deep analytics with instant, client-ready commentary.Analytics
Returns by security, sector, and region
Heatmaps, rolling performance, contribution
Portfolio vs. holdings risk/return
Finsera provides asset managers a robust and flexible toolkit to harness their investment insights
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