Portfolio Monitoring Application

Request Details on Coquest’s Proprietary Portfolio Application

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Free for clients, Coquest’s proprietary futures account performance and analytics application – – provides the institutional grade insight and reporting that goes beyond the typical brokerage house experience.

Most FCMs and IBs provide their clients with basic account statements, files and portals:
  • Trades & positions reporting
  • Money transfers & balances
  • Margin requirements
Coquest goes beyond this basic offering by aggregating trade data across FCMs to present its clients with an enhanced reporting that facilitates day-to-day operations:
  • Multi-FCM online portal with normalized display of data
  • Includes performance metrics for managed futures investors, based on notional trading level or account total equity
  • Historical trading level, positions, deposit/withdrawal, margin and balances information
This enhanced reporting provides the tools for investors to easily monitor the performance and risk of their portfolio:
  • Monitoring of performance of individual managers and aggregate portfolio performance
  • Monitoring of margin to equity ratios of all accounts and aggregate portfolio
  • Analysis of risk by account and by portfolio

Request details on Portfolio Monitoring Application