Theorem | Report | Reporting

Harmonized data, analytics, and insights across brokers.

Transparency across all brokerage accounts.

Solid Foundation

Connected with clearing brokers to normalize and store data
in a central repository.

Insights

Report on trading activity, cash, and positions, profit & loss attribution covering any date range and exposure, turnover, and margin requirements.

Advanced Dashboards

Allows for user-defined queries backed by an extensive data dictionary providing dynamic filtering and aggregation levels.

Analytical Tools

Including heat maps, rankings, correlation matrices, return distribution, loss leaders, and draw down analysis.

Harmonizing data

Actionable insights across brokers.

The challenge of aggregating and normalizing data from multiple clearing partners is now a thing of the past. Detailed reports and curated dashboards provide stakeholders with valuable consolidated insights and advanced analytics.

Looking for data in a different format? Theorem allows exports in custom formats using the user-friendly query designer enabling dynamic filtering and aggregation levels.

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The Power of Theorem’s Solutions

Reporting for all.

By harmonizing data and overlaying the analytics that matters most to investors, executives, portfolio managers, trading managers, traders, risk managers (portfolio and operational) and operations managers, our Reporting solution has a use-case for every member of a firm.