Portfolio Management

Leading buy-side desks are drowning in metrics—returns, factors, liquidity, sentiment, greeks, ESG scores, alternative data. Traditional tables, 2-D charts and hard filters force managers to view a handful of variables at a time, hiding the multi-factor interactions where real alpha lives. Immersion Analytics’ patented Dimensional Engine™ collapses up to 18 variables per security into one interactive view, letting you scan the entire investable universe in seconds and surface opportunities peers miss. Studies show that almost half of investment professionals already reach for advanced visual-analytics tools daily to tame data overload—yet still struggle to extract actionable insight fast enough​. By turning torrents of portfolio data into an intuitive spatial scene—on a monitor, or optionally in AR/VR, Immersion Analytics delivers the edge modern PMs need.

Why Screeners and Flat Dashboards Leave Alpha on the Table

Traditional stock screeners apply hard cut-offs; securities falling just short of any single rule vanish from view, even when a confluence of near-miss factors signals outsized upside. Asset-manager quants warn that the explosion of data can swamp teams who lack better visual context.

Immersion Analytics encodes each additional metric as colour, size, glow, opacity or motion so you see hidden clusters, outliers and factor convergences at a glance—without writing a line of code or juggling thousands of scatter-plots.


Explore Every Angle of Portfolio Performance

All Key Metrics—One Scene

Plot price action, alpha, beta, ATR, short-float, yield, valuation ratios, debt metrics, liquidity stats, ESG scores and more in a single 3-D landscape. You spot multi-factor sweet-spots that hard filters bury and spreadsheets cannot reveal.

Instant Drill-Down & Storytelling

Use Stepwise Storytelling™ to add or remove variables live, showing CIOs and allocators exactly why a position deserves capital—bridging the gap between black-box quant outputs and conviction.

Real-Time Streaming Feeds

Link to your existing market-data, OMS/EMS or Python factor models; Immersion Runtime updates visuals tick-by-tick so you can react before correlations bite.

Proven Cognitive Lift

Immersive VR/AR views have been cited by technologists as a natural next interface for financial insight, boosting pattern recognition and decision speed.


Use-Case Highlights

 

Challenge Immersion Advantage Industry Evidence
Universe Monitoring – hundreds of names, dozens of metrics View 18D map; filter interactively without losing context Goldman quant warns data deluge overwhelms siloed tools
Factor & Style Drift Overlay exposures, macro shocks and returns to spot unintended tilts early CFA survey shows managers leaning on visual tech for factor tracking
Liquidity & Risk Shock Merge VaR, greeks, crowding and depth in real time Risk.net notes data transparency is core to effective risk culture
ESG Mandates Combine carbon, S-scores and fundamentals to balance mandate vs. alpha Big 4 research flags visual ESG analytics as key to compliance
Options & Vol-Surface Analysis Rotate 3D volatility surfaces with overlays including greeks to uncover mispricings Traders cite “news-analytics alpha” but need context-rich visuals to act

For Data-Platform Providers

Power your next release with Immersion Analytics OEM components. Embed our Dimensional Engine™ to give customers spatial insight without rebuilding your stack—accelerating roadmap and stickiness while avoiding VR/AR R&D overhead.


See It Live

  1. Watch the 3-minute demo above to glimpse multi-factor discovery in action.

  2. Book a Strategy Call—we’ll discuss key strategies to surface hidden opportunity.

  3. Request a License to benchmark idea velocity and P&L impact inside your own environment.

Stop squinting at endless grids. See the whole portfolio—fundamentals, alpha, risk and ESG—in one immersive view. Schedule your demo today.

Contact Us to learn more
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