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The "back the of napkin" portfolio/asset management tool for better Investment decisions and education

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Overview

Napkin is an education and investment/portfolio analytics tool that supports investment decision making, performance attribution and portfolio reporting. The goal of the app is to provide investment literacy/education and analytics tool for users/investors of all experience levels to help users understand their risk and returns of all current and hypothetical investment portfolios. 

Napkin offers a completely different approach in teaching by utilizing a gamified approach in conjunction with the app’s portfolio analytics and concepts with teachings from former experienced investment management/wall street analysts– in other words, you learn how to use all the app’s dashboards, quantitative metrics and performance drivers to use in real life, the same way you do when working in the investment industry.

Value
Proposition

Napkin's portfolio analytics tools support investment decision making, performance attribution and portfolio reporting.

Get the industry’s next-generation portfolio analytics solution — combining actionable global data and a service model that evolves to fit your ever-changing needs.

Risk Manament Analytics

Portfolio risk tools that offer unparalleled forecast accuracy and quality assurance for all types of portfolio analysis, universes and investment styles.

 

Uncover new investment opportunities and mitigate risk like never before with our industry leading, multi-asset class risk models.

Performance Attribution

Customizable, easy-to-use attribution analysis tools that allow you to track historical returns and monitor active return.

 

Understand exposures to unseen risks and drivers of outperformance with Bloomberg’s next-generation attribution tools.

Portfolio Visualization

Napkin's portfolio analytics dashboard offers multi-portfolio visualization for faster, more efficient analyses and templates to craft engaging and visual client-ready reports.

 

Curate customized dashboards to filter your universes in a flexible layout, enabling fast and efficient multi-portfolio analysis.

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Customer Segmentation

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Customer Journey:
Seasoned Investor

"I am searching for an app or platform where I can build investment portfolios and investment ideas without having to use my Bloomberg terminal/work computer. The Bloomberg terminal iPhone app is inadequate as it doesn’t offer the terminals PORT function."

Background:
Chad is an investment professional who is looking for a “not at work” alternative to his Bloomberg terminal and his own brokerage app to create investment portfolio ideas. To use his Bloomberg terminal he needs to be at his work computer and his
brokerage portfolio functions do not give him enough quantitative metrics to help him make useful investment decisions.
 

Expectations:

  • Easy to use application with simple navigation

  • Alternative to other Investment Managment Software.

  • The app should be able to give him the baisc quantitative metrics he usese for investment analysis immediately.  
     

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Customer Journey:
New Investor

"I want to sign up for an online platform that can teach me how to invest for my future and help me with managing my current investment portfolio. I have invested into a lot various stocks and mutual funds but have no idea what I have actually invested in."

Background:
Gary is a young professional. He is trying to prepare for his future retirement. Gary sees that there are a lot of free resources available, but doesn’t know where to start. He currently invests based on what friends, family and Financial Influecers have told them what they are investing in. Unfortunately, he feels he is gambling since he doesn’t really know what he is investing in.


Expectations:

  • Easy to use application with simple navigation.

  • Easy to start and follow education path.

  • Investment education provided is the same education provided to wall street analysts.

  • A lot of support, handholding and help for investmen education jouney. 
     

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User Stories and Acceptance Criteria: App Performance

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User Stories and Acceptance Criteria: Gamification

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Product RoadMap

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System Design

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 Track portfolio risk and performance and visualize holdings selecting different criteria

Why clog up your workflow with subpar solutions? Napkin's portfolio analytics tools support investment decision making, performance attribution and portfolio reporting & visualizaiton.

 

Get the industry’s next-generation portfolio analytics solution — combining actionable global data and a service model that evolves to fit your ever-changing needs.

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Quickly identify both macro and micro insights for individual securities

The application allows you to surface insights from tens of millions of data points at the industry, watchlist, and document level to better track market landscape and industry trends, identify disruptive players, and discover competitors’ hidden strategies.

Find emerging topics across companies, watchlists, and industries. Get up  to speed faster by quickly analyzing the most relevant, positive, or negative themes discussed across a company’s transcripts.

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Search and find exactly what you need

Say goodbye to manual research and hello to Napkin's patented search technology. Now, easily identify relevant snippets of information from dense text-based documents to accelerate the research process and lead you to differentiated insights, faster.

Our industry-leading search technology delivers the most relevant results across hundreds of millions of documents. Use Keyword, company, or both, to quickly get up to speed on your most critical questions.

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Go To Market Strategy

Take Your Investment Returns to the Next Level

Napkin is the ultimate investment analytics tool for investors of all levels. Try it today and see the alpha it it can make in your investments!

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