Policy Classification Aggregator Details

  • Advisor
  • Asset Management

Application monitoring positions by policy classifications and sub classifications by retrieving real-time Bloomberg data and intraday position and portfolio data form CRD. Portfolio positions are aggregated by classification and sub-classification showing average cost basis, average price, change percentage, and percent of portfolio. The intraday position and portfolio data is retrieved from CRD and the real-time reference data is sourced from Bloomberg including Previous Day Close Price, 90 Day Voliatity, and Market Value. Intraday charts show price changes by 15 minute increment and are broken up by line, area, and candlestick.

  TECHNOLOGIES
  • WPF
  • Bloomberg API
  • SQL Server
  • CRD API
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