Portfolio Management

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Black Mountain's Portfolio Management solution was designed for portfolio managers that need to effectively manage investments and trading with accurate, real-time data. The fully supported solution for all asset classes has the flexibility to conform, adapt and grow with changing company, market, and regulatory needs.

Key Features

  • Provides data aggregation across multiple portfolios and asset types enabling users to customize dashboards and reporting analytics
  • Provides access to all portfolio, trading and credit information needed to manage the portfolios
  • Integrates all relevant third party data, accounting data, trade data, financial & forecasts, documents, and data formerly trapped in Excel spreadsheets
  • Offers real-time integration to the Black Mountain’s trading module and/or your preferred trading solution
  • Provides a library of analytic calculations such as yield, duration, and DV01, as well as other customizable analytics
  • Allows user to create, model and compare portfolios and indices against each other
  • Configure custom alerts based on any data or rule so that the system can provide notifications on triggers, concerns or key events, such as watch-listed credits and securities

Key Benefits

Black Mountain's Portfolio Management solution allows users to bring dozens of disparate data sources into one unified environment and produce valuable portfolio and market insights through in-depth analysis of aggregated data.

Configurable Views

  • View positions across and within multiple portfolios and strategies
  • Sort and analyze data using all available data points
  • Create custom graphs and reports without the need to involve IT resources

Data Aggregation

  • Centralize all information
  • Provide access to integrated documents, related to portfolio data, with a simple mouse click
  • Integrate and import third party sources as often as desired


  • Monitor investment pricing and yield
  • Review industry comparables
  • Review watch-listed credits and securities
  • Configure custom alerts based on any data or rule so that the system can provide notifications on triggers, concerns or key events