At Prompt Solutions, we provide portfolio monitoring that helps investors, asset managers, and institutions track performance, identify risks, and seize opportunities across their holdings. From equities and bonds to ESG metrics and macro factors, our monitoring framework ensures that clients stay ahead of market movements and portfolio-level developments.
Monitoring stock, bond, and fund performance against benchmarks
Evaluating credit, market, sectoral, and geographic exposures
Real-time monitoring of earnings, rating changes, corporate actions, and macro events
Regular updates on P/E, EV/EBITDA, solvency ratios, and other key indicators
Tracking sustainability performance, disclosures, and compliance risks
Interactive Power BI and Excel tools for dynamic portfolio reviews
Spotting risks and opportunities before they impact performance
Insights formatted for fund managers, boards, and committees
AI, automation, Bloomberg & FactSet powering insights
Customized coverage, frequency, and KPIs based on mandates