Portfolio Inspector
Author: Eugene
Creation Date: 2/5/2010 4:50 AM
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Eugene

#1

2/5/2010 4:50 AM

The Portfolio Inspector is a tool designed to show how the portfolio composition would look at any given day. It provides a holistic approach to portfolio analysis, acting as the Trades tab combined together with the Equity Curve chart, and giving even more insight with useful performance metrics from the Performance tab.

Download and install the demo version, and learn how to get the full version for free (Wealth-Lab 5 Pro/Developer customers only):

Portfolio Inspector (demo)
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Cone

#2

2/5/2010 4:35 PM

Bravo Eugene! Another brilliant add on. :)
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richard1000

#3

4/25/2010 3:34 PM

Eugene, your Portfolio Inspector looks very promising. Even though the wiki page says intraday aggregation is under construction, I tried it for intraday (5 min) data. It needs some work such as none display of time (displays date only). I assume you'll get around to correctly displaying intraday equity curve. Also will the Portfolio Inspector update intraday equity curve while streaming?
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Eugene

#4

4/25/2010 3:55 PM

Thanks for your input.
QUOTE:
Also will the Portfolio Inspector update intraday equity curve while streaming?

It never was a design requirement, so I haven't even tested it.
QUOTE:
I assume you'll get around to correctly displaying intraday equity curve.

Maybe someday, not sure (not on short-term plans). Intraday aggregation was about showing intraday trades by day.
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Eugene

#5

7/7/2010 6:57 AM

Update: the Portfolio Inspector tool have become a part of the MS123 Visualizers library.
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Eugene

#6

8/25/2010 3:27 PM

Fixed an exposure calculation bug in Portfolio Inspector.
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Eugene

#7

2/16/2011 2:52 AM

Fixed: discrepancy between Month-To-Date and Year-To-Date numbers in January.
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Eugene

#8

6/21/2011 6:32 AM

The Portfolio Inspector supports Combination strategies (hint: the new "By Strategy" tab).
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The_Viper

#9

12/12/2013 11:04 PM

Portfolio Inspector look great... is this avalaible in wealth-lab 6.6 or as an extension?
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Eugene

#10

12/13/2013 12:34 AM

Yes. And as the reply #5 above suggests, since 2010 it has become a part of MS123 Visualizers:

Performance Visualizers library
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The_Viper

#11

12/13/2013 9:12 AM

Thank you!

I was not sure because #5 reply was dated in 2010.
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Eugene

#12

8/30/2020 9:00 AM

In v.2020.09 of MS123 Visualizers, the Portfolio Inspector was upgraded with a new tab: "Assets". Basically it's the same "Portfolio by Instrument" as pie chart:

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