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A mark-to-market module: an index tied to the investments so the portfolio can be compared with the market average.

  • Sector · Financial markets
  • Area · Investment data
01 — Context

An investment tracking platform.

02 — Problem

Investors had no clear reference to tell whether their portfolio was doing well or badly against the market.

03 — What we built

The mark-to-market module, which builds an index tied to the client’s investments and compares it with the market average.

04 — Result

Mark-to-market

An index that shows, right away, whether the portfolio is above or below the market average.

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