Investment analytics
Professional investment analysis and portfolio analysis from Credit Suisse can help you develop your investment strategy. Portfolio Radar gives you an informative investment report within seconds.
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For you, however, nothing changes: your existing Credit Suisse logins and applications are still valid and you’ll continue to have access to information on our products and services. You can find further information here.Dismiss
For you, however, nothing changes: your existing Credit Suisse logins and applications are still valid and you’ll continue to have access to information on our products and services. You can find further information here.Dismiss
Daily analyses in the Portfolio Radar online tool
Portfolio Radar is the dynamic investment analytics tool for finance professionals. It allows you to customize your dashboard and filter out precise analyses for your specific area quickly and easily – whether you want a report on allocation, returns, or a comparison of all your portfolios. Make every meeting more efficient thanks to graphs and historical analyses.
MyReports – your personal investment report
Credit Suisse is offering a new function in the Portfolio Radar online tool: MyReports. Create report booklets as a PDF or Excel file in line with your individual needs. There are two ways to use MyReports:
Report Generator
- Access to two predefined reports
- Simple ad hoc generation
- Free of charge for Credit Suisse clients at all times
Report Designer
- Clients can design customized reports (PDF/Excel)
- Unlimited reports
- Ad hoc generation and scheduling with an automated creation process, including the sending of email notifications
- Free trial version for Credit Suisse clients until the end of 2023
How you can benefit from the investment reports
Efficiency
How you can benefit from the investment reports
Transparency
A large number of flexible analyses, granular classification, multi-dimensional investment structures, and flexible pricing sources give you full transparency.
Customization
Personalized dashboards, analyses, and freely selectable benchmarks give you a high degree of flexibility.
Data export and ad hoc reports
All the data and analyses can be exported and further processed in the most common formats within seconds. Reports (PDF) can also be generated directly from the system.
Receive daily analyses in the Portfolio Radar online tool. Easily accessible.
Portfolio Radar gives you more transparency and an overview of your portfolio and it focuses on your individual needs. Clients including Nicole Laville, Head of Asset Management at Prévoyance, and Thomas Lay, Managing Director of the Presta Foundation of thyssenkrupp Presta AG, talk about their experiences with the tool.
Flexibility thanks to tailored reports
Customized
Select the exact parameters that are relevant to you. Our tool is specifically tailored to you and your investment process. This allows you to receive personalized analyses.
Overview
Investment structure, performance, benchmark comparisons, and risk analysis at a glance and in an easy-to-navigate format.
Efficient
With easily accessible figures and analyses, you can reduce preparation time for your meetings and enhance them with clear figures for greater efficiency and transparency.
Your benefits at a glance
Time savings
You focus on interpreting the results, we handle the data aggregation and draw up reports for you.
Customized investment reporting
You choose the content, level of detail, and the subfunds to be presented in a way that is appropriate for the recipient of the report.
