Portfolio Analysis

The Analysis section of Fairways Debt provides a set of interactive dashboards enabling you to comprehensively analyze your portfolio according to different perspectives.

Some features are common to all the dashboards:

  • Set all contextual information for your analysis (see Context Management).
  • Define frequency and periods for all periodic analyses.
  • Without extra filtering, include/exclude derivatives.
  • Include/exclude renewed transactions. If they are included, the system creates a set of simulated instruments that match the renewal policies defined for all the transactions in the current portfolio.
  • Include simulated transactions associated with tags (see Portfolio Concepts).
  • Enable a market scenario (only parallel shifts are supported).
  • Export charts to images or PDF files and tables to Excel.


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