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PortfolioVision

Next-Gen of Portfolio Risk and Returns Analysis

PortfolioVision is an app designed to simplify understanding the financial risks of a portfolio invested in listed securities and calculating expected returns.As stated in all financial product offering documents, past performance is not indicative of future results, yet most trading tools base their analyses solely on historical data. In PortfolioVision, historical data is irrelevant; it can be uploaded to provide a graphical representation of a portfolio's historical performance, or saved from time to time to create a historical series. However, both in terms of risk and expected returns, the past does not influence the future. The current version is still in beta, so please report any errors you encounter. To allow free use of the software, the information is currently sourced from free public sources, and therefore inaccuracies may arise due to errors in analysis or interpretation by the artificial intelligence agents used in the analyses. The software is designed to analyze portfolios invested primarily in bonds, stocks, and common ETFs. The presence of investment funds is not recommended as, without information on their contents, they would be almost completely ignored in the analyses.

Home Page

The Home page provides a comprehensive overview of current market data and financial news:

  • Financial News: AI-generated summaries of latest market headlines and key developments

  • Rates (Swap Curves): Interactive yield curves for different currencies (USD, EUR, GBP, CHF) showing interest rate term structures;

  • Corporate Bond Yields: Average yields for Investment Grade, Sub-Investment Grade, and Not Rated corporate bonds across different tenors and currencies;

  • Inflation Break-Even: Market-implied inflation expectations for EU and Italy across different maturities;

  • Govies (Government Bonds): Government bond yields plotted by maturity, grouped by issuing country (USA, Germany, Italy, France, UK, Switzerland, Spain).

Dashboard

All portfolios in one place Main risks and returns carefully monitored

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Asset Allocation

Clear visualization of portfolio value, performance heatmaps, key risk indicators, and expected returns at your fingertips; clear charts showing key sector and geographic allocations, security types, and much more.

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Yield Analysis and Bond Selector

Calculate expected returns on portfolio securities and compare them with the benchmark swap curve. Tools for finding alternative bonds to improve the portfolio's risk return profile

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Risk Exposures and Scenarios

Clear picture of main financial risks of a portfolio.

  1. Credit Risk;

  2. Interest Rate Risk;

  3. Fx Risk;

  4. Equity Risk;

  5. Liquidity Risk;

  6. Inflation Risk;

  7. Crypto & Commodity Risk;

  8. Sentiment (with AI integration)

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Other Functions

  1. CashFlow Management;

  2. Portfolio Comments AI generation

  3. Liquidity Stress Tests with watherfall approach;

  4. VaR

  5. Portfolio Analysis

  6. Expected Return on Investment in Equity Stocks;

  7. Costs Analysis

  8. Portfolio Comparison.

The application  uses data freely accessible online. Therefore, some calculations may not be up-to-date or completely accurate. AI agents using LLM models attempt to compensate for these inaccuracies, but may be hallucinating. Always verify the information provided by the platform first. For professional use, we recommend contacting the company to use a dedicated version with a database from reliable and constantly updated information providers.Use at your risk. The application is completely free. To use the demo version, please create an user account at:


www.portfolio-vision.com

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Get in touch
STONE CAPITAL

Piazza Mirabello Carlo, 2

20121 Milano (MI)

ITALY

PEC: stonecapital@legalmail.it

Vat No:  IT10796060969

REA  MI - 2557966

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Disclaimer

© Stone Capital S.r.l.(The Company).

 

The Company does not provide any kind of investment services.

 

This material is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any asset or to adopt any investment strategy. The opinions expressed are subject to change. References to specific  asset classes are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations.  Reliance upon information in this material is at the sole risk and discretion of the reader. The material was prepared without regard to specific objectives, financial situation or needs of any investor. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, and estimates of yields or returns.  No representation is made that any performance presented will be achieved by any Stone Capital  limited companies, or that every assumption made in achieving, calculating or presenting either the forward-looking information or any historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

The information and opinions contained in this material are derived from proprietary and non proprietary sources deemed by Stone Capital to be reliable and the accuracy is not guaranteed.

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ALL RIGHTS RESERVED

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