Compass is Merlin's real-time, intraday analytics platform, offering an in-depth view of performance, risk and exposure metrics for positions and portfolios. Trade activity and real-time market data are incorporated to provide a view of the portfolio on multiple levels - strategy, sector, long/short, and much more…
Compass 2.0 is the newest release offering enhanced features, graphics, and configurability. Additionally, Compass 2.0 is a platform with exciting tools coming in the future, including alerts, portfolio modeling and OMS processing.
Merlin Compass accelerates the Portfolio Manager’s cycle of 'analysis to action' by giving real-time feedback on performance, execution impact, and risk.
Real-time analytics in a fully integrated platform
-
Featuring live performance and activity, as well as portfolio-and position-level risk exposure.
-
Offering fully-customized views. Grouping and subtotaling based upon standard or custom classifications.
-
Metrics and visualization tools to quickly analyze trade impact market movements
- The open archtiecture integrates MerlinPRIME and MerlinSHARP™ accounts and allows for a wide variety of trading solutions and configurations to meet your needs.
Merlin Compass offers:
Account Summary
Account-level performance information, grouped and subtotaled to your specific needs
Position Details
Position-level performance for daily and total P&L and ROI, including daily trade activity and the effect on start of day positions, also grouped and subtotaled
Risk Analytics
Position and portfolio level delta and beta adjusted exposures, and options risk data with greeks
Charts and Graph
Visualization tools for all performance and risk metrics
Watchlists
Real-time market data on indexes and securities not held in the portfolio
Trade Blotter
Monitor your trade activity with allocation level details
Real-time updates
Application of trades with allocations as they happen and live pricing updates from a variety of sources
Customization and configuration
Customizable interface with configurable layouts, data fields, and access to your custom classifications