MarketMind Business
Client portfolio monitoring, measured in exposure and drift
Every client portfolio is broken down by sector, region, currency and instrument, and compared with the allocation you agreed. When something in the market moves, the question «who does this concern, and by how much» already has an answer.
What is monitored
By sector
How much of a portfolio sits in energy, banks, technology — the share that decides whether a sector story is a phone call or a note.
By region
Where the money is, by the region of each instrument. A fund or ETF counts with the region it declares.
By currency
The exposure that moves without any position changing, and is the easiest to forget.
By instrument
Equities, bonds, funds, deposits: the composition, compared with the target allocation agreed with the client.
A limit worth knowing: funds and ETFs count as a single instrument, with the category they declare. What they hold inside is not broken down yet, so a global fund does not show up as energy exposure even if it holds energy stocks.
Thresholds, so alerts stay rare
You set how much exposure deserves attention. A story that touches 3% of a portfolio is not an event; the same story on 34% is the first call of the day. Alerts fire above the threshold and stay quiet below it, and the morning brief states plainly how many clients were checked and needed nothing.
Drift against the agreed allocation is monitored the same way: not a monthly report you have to open, but a difference that surfaces when it grows past what you decided to tolerate.
For a firm, not just one desk
Clients, portfolios and thresholds belong to the firm: colleagues working on the same clients see the same picture, with the same history behind it. Access is granted per firm, one at a time.
What reaches the model for explanations and documents is the situation in percentages, not client names and not amounts. The one exception: a photo of a statement, if you choose to upload one, is read by an external service.
What it is not
It is not a custody or order management system, and it does not replace your portfolio management software: it answers the question that software does not — which clients a piece of news concerns, and what to tell them. No recommendations, no trading signals.