Asset Management / Performance
What the book actually returned
Return on the whole portfolio and on every line in it, over any window, with realised and unrealised split apart and the contribution of each position shown against the total. The number, and the rows that produced it.
Every window, not just this one
A book up on the day can be flat on the quarter and down on the year, and whoever quoted it picked the window that made their point. Every holding is charted against the book itself, with four years of monthly returns beside it, so the comparison is the whole run rather than the column somebody chose.
- The book against its lines
Rebased, so a total and its parts share an axis
- Month by month, year by year
Including the periods nobody quotes
- Per line and in total
The same windows at both levels
Which line carried it
A book up 4% is usually up on two of its forty lines. Contribution ranks every position by what it added or took away, so the number resolves into names rather than staying an aggregate nobody can act on.
- Ranked by contribution
What each line added to the total
- Losers at the same weight
Drawdown is not hidden below the fold
- Against a benchmark
The return, and what it was measured against
Against something, not in isolation
A book up 12% on the year has said nothing until you know what the market did with the same twelve months. The return sits beside its benchmark on one rebased axis, each line carrying its own total, so the two are figures on a shared scale rather than two charts with different ones.
- One axis, both lines
Indexed, so the comparison is a real number
- Both totals printed
Read off the legend, not off the plot
- Any benchmark
An index, a fund, or a single asset
When it happened, not just how much
A year of return is one figure covering three hundred and sixty-five days, and it hides whether the damage arrived in a week or bled out over a quarter. Every day is a cell coloured by its move, so a bad run reads as a run instead of resolving into an average.
- One cell per day
Six months on a single grid
- Runs, not averages
Clustered losses look clustered
- Up days against down
Counted, with the best and the worst named
Where you bought and where you sold
A return is the sum of decisions someone made on particular days. Every fill is plotted on the chart it executed against, so an entry and an exit can be read against the range around them rather than as a line in a trade blotter.
- Fills on the chart
Each buy and sell marked at the session it filled in
- Average entry and exit
Size-weighted, from the fills themselves
- Against the range
What the market was doing either side of the trade
Return, with the arithmetic left in
- Every window, one row
- Day to inception
- Split, never merged
- Realised and unrealised
- Which line carried the number
- Contribution
Every window on the whole book and on each line, realised split from unrealised, and the contribution behind the total rather than a single figure to take on trust.
Universal position analysis tools
Apply Seerian’s core research capabilities to any individual position across the platform using standardized market data inputs.
Asset comparison
Chart two or more positions side-by-side on shared axes to evaluate relative strength
Learn more about Asset comparisonCorrelation matrix
Measure historical price correlation between digital assets, equities, and commodities
Learn more about Correlation matrixEntity relationships
Map every record a position connects to in a visual graph
Learn more about Entity relationshipsMarket indicators
Monitor market dominance, sentiment indices, and implied volatility in one consolidated dashboard
Learn more about Market indicatorsTeam collaboration in context
Document research findings, attach notes to specific chart coordinates, and discuss asset positioning with your team directly alongside real-time market data.
Discussion and annotation
Notes anchored to the point on the chart they are about
Learn more about Discussion and annotationWatchlist integration
Add any asset to a shared team watchlist with a single click from any data row
Learn more about Watchlist integrationDashboards
Pin a return chart or an attribution table onto a shared dashboard in a click
Learn more about DashboardsContextual news feed
Protocol announcements, governance updates, and verified news for the assets you monitor
Learn more about Contextual news feedCustom alert routing
Send threshold notifications to Slack, Telegram, Teams, WhatsApp, or PagerDuty
Learn more about Custom alert routingSeera AI prompts
Summarize asset mechanics, read an open interest skew, or draft a research note
Learn more about Seera AI promptsTrusted by institutional teams managing digital assets at scale
Discover how top investment firms, funds, and family offices consolidate market intelligence into one workspace.
“Before Seerian, we were paying for separate analytics platforms and manually stitching the data together in internal dashboards. Now, our entire research stack is in one place, natively integrated, and perfectly mapped to our live portfolio. It completely changed how we evaluate our positions.”
“Seeing derivative flows, funding rates, and liquidity levels directly alongside our active wallet positions changed how we manage downside risk. We don’t just look at isolated market data anymore; we see exactly how it impacts our specific holdings in real time.”
“The ability to have our entire analyst team working out of the same shared watchlists and project folders has eliminated the scattered research we used to share over chat. Everyone is finally looking at the same data, at the same time.”
“Before Seerian, we were paying for separate analytics platforms and manually stitching the data together in internal dashboards. Now, our entire research stack is in one place, natively integrated, and perfectly mapped to our live portfolio. It completely changed how we evaluate our positions.”
“Seeing derivative flows, funding rates, and liquidity levels directly alongside our active wallet positions changed how we manage downside risk. We don’t just look at isolated market data anymore; we see exactly how it impacts our specific holdings in real time.”
“The ability to have our entire analyst team working out of the same shared watchlists and project folders has eliminated the scattered research we used to share over chat. Everyone is finally looking at the same data, at the same time.”
Frequently asked questions
Answers to common questions institutional teams ask when evaluating Seerian.
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Perp open interest is at a 90-day high while funding stays flat, so the move is being led by spot rather than leverage.