Real-time portfolio analytics, risk management, and performance attribution. Track positions, P&L, and exposure across all digital assets in one unified platform.
Comprehensive tools for institutional portfolio management
Live profit and loss tracking with attribution analysis across strategies and venues
Advanced risk metrics and exposure analysis for comprehensive portfolio protection
Comprehensive position tracking across all venues and asset classes
Detailed performance analytics to understand return drivers and optimize strategies
Comprehensive cash management and collateral optimization across venues
Automated reporting for investors, regulators, and internal stakeholders
Our PMS dashboard provides a comprehensive view of your entire portfolio at a glance. Monitor positions, track performance, and analyze risk metrics in real-time with our intuitive interface designed for institutional traders.
Institutional-grade risk analytics and controls to protect your portfolio
Connect your portfolio data from any source with our flexible APIs
from cipher import PMS
# Initialize PMS client
pms = PMS(api_key="your_api_key")
# Get portfolio summary
portfolio = pms.get_portfolio()
print(f"Total Value: ${portfolio.total_value:,.2f}")
print(f"Daily P&L: ${portfolio.daily_pnl:,.2f}")
# Get position details
positions = pms.get_positions()
for position in positions:
print(f"{position.symbol}: {position.quantity} @ ${position.avg_price}")
# Calculate risk metrics
risk = pms.calculate_risk_metrics()
print(f"VaR (95%): ${risk.var_95:,.2f}")
print(f"Sharpe Ratio: {risk.sharpe_ratio:.2f}")
# Subscribe to real-time updates
@pms.on("portfolio_update")
def on_update(data):
print(f"Portfolio updated: ${data.total_value:,.2f}")import { PMS } from '@cipher/pms';
// Initialize PMS client
const pms = new PMS({ apiKey: 'your_api_key' });
// Get portfolio summary
const portfolio = await pms.getPortfolio();
console.log(`Total Value: $${portfolio.totalValue.toLocaleString()}`);
console.log(`Daily P&L: $${portfolio.dailyPnL.toLocaleString()}`);
// Get position details
const positions = await pms.getPositions();
positions.forEach(position => {
console.log(`${position.symbol}: ${position.quantity} @ $${position.avgPrice}`);
});
// Calculate risk metrics
const risk = await pms.calculateRiskMetrics();
console.log(`VaR (95%): $${risk.var95.toLocaleString()}`);
console.log(`Sharpe Ratio: ${risk.sharpeRatio.toFixed(2)}`);
// Subscribe to real-time updates
pms.on('portfolioUpdate', (data) => {
console.log(`Portfolio updated: $${data.totalValue.toLocaleString()}`);
});// Get Portfolio Summary
GET /api/v1/portfolio
Authorization: Bearer your_api_key
Response:
{
"total_value": 12543876.50,
"daily_pnl": 234567.89,
"daily_return": 0.0567,
"positions_count": 42,
"cash_balance": 2456789.00
}
// Get Positions
GET /api/v1/positions
Authorization: Bearer your_api_key
Response:
{
"positions": [
{
"symbol": "BTC-USD",
"quantity": 125.5,
"avg_price": 45000.00,
"current_price": 47500.00,
"unrealized_pnl": 313750.00
}
]
}
// Calculate Risk Metrics
POST /api/v1/risk/calculate
Authorization: Bearer your_api_key
Content-Type: application/json
{
"confidence_level": 0.95,
"time_horizon": 1
}Experience institutional-grade portfolio analytics and risk management built for digital assets.