1. Goldman Sachs prime brokerage integration - automatically update position information.
2. Export to Excel - one click export of data to Excel.
3. Scenario Templates - create custom templates to standardize scenario entry.
4. Data Import - large quantity position, scenario, and notes data can be imported by the Alpha Theory Support team.
5. Asset search enhancement - search by Ticker or Asset Name.
6. Reconcile Messages - notification of research / position size discrepancies in the portfolio upon initial log-in.
âPrime brokerage integration is a major advancement for Alpha Theory and removes one of the largest sources of friction for our customers,â says Cameron Hight, President of Alpha Theory. âPosition sizing is critical to success and Alpha Theoryâs Fundamental Portfolio Optimization is quickly becoming a standard for fundamental managers.â