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PORT+ Modules Factsheet

PORT+ is Bloomberg's flagship portfolio and risk analytics application that provides tools to analyze equity, fixed income, and multi-asset class portfolios. It offers three modules for expanded access to portfolio analytics: Custom Pricing allows use of custom fixed income prices; Expanded Portfolio Upload increases the number of portfolios that can be uploaded; and Scheduled Reporting automates delivery of PORT reports. The modules are priced annually based on usage levels starting at $25,000 per year.

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Bing Li
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655 views1 page

PORT+ Modules Factsheet

PORT+ is Bloomberg's flagship portfolio and risk analytics application that provides tools to analyze equity, fixed income, and multi-asset class portfolios. It offers three modules for expanded access to portfolio analytics: Custom Pricing allows use of custom fixed income prices; Expanded Portfolio Upload increases the number of portfolios that can be uploaded; and Scheduled Reporting automates delivery of PORT reports. The modules are priced annually based on usage levels starting at $25,000 per year.

Uploaded by

Bing Li
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PORTFOLIO & RISK A Bloomberg Professional Service Offering


ANALYTICS

PORT + FEATURE GUIDE


PORT+
PORT <GO> is Bloomberg’s flagship portfolio and risk analytics application, providing you with the tools required to analyze
your equity, fixed income or multi-asset class portfolio’s historical performance, understand its structure, measure its risk,
and simulate your investment ideas. PORT+ provides expanded access to the portfolio and risk analytics available in
PORT <GO> through three independent modules, all within a centralized, roles-based administrative framework:

MODULES DESCRIPTION COST


Custom Pricing Ability to use custom fixed income prices in $25,000 per year for each block of 2,500
the analytics calculations within PORT unique custom prices/day
Expanded Portfolio Upload Ability to schedule the automated upload of $25,000 per year for each additional block
additional portfolios with extended history of 100 portfolios1
Scheduled Reporting Ability to schedule PORT PDF reports for $25,000 per year for each block of 200
automated delivery to your Bloomberg email scheduled report sections/day2
1
Base limit is 50 portfolios, so first block of $25,000 raises the limit to 150, second block to 250, etc.
2
Number of report sections based on the number of tables, charts and portfolios per report

LEARN MORE
To learn more about Bloomberg’s Portfolio & Risk Analytics, contact your Bloomberg account representative or
press the <HELP> key twice on the Bloomberg Professional® service.

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