Detailed tooling for analysis, decisions, and records.
Explore what Pixeliq includes for active investors: daily ledgers, disciplined risk views, transparent model notes, and audited reporting — all in one workspace.
Analytical tooling only. Designed to support your own review and record-keeping.
| Area | What you get | Status |
|---|---|---|
| Daily ledger | Positions, changes, notes | Included |
| Risk view | Exposure and limits | Included |
| Reports | Audited daily summary | Included |
Features built for disciplined review
Each feature is designed to make your process clearer: what changed, why it matters, what to check next, and where it is recorded.
Daily ledgers
A consistent daily record of your tracked positions and activity, formatted for quick scanning and comparison.
- Clear table of holdings and day-to-day changes
- Confidence context alongside each entry
- Same structure every day for easier review
Risk and exposure views
See concentration and exposure at a glance, so position sizing stays within the rules you set for yourself.
- Long, flat, and short exposure grouping
- Limit-aware layout to support pre-checks
- Plain-language notes for follow-up
Model transparency notes
Every suggestion is accompanied by inputs and reasoning notes, so you can assess it on its merits.
- Visible inputs behind each output
- Assumptions stated in plain terms
- No black-box scores without context
Scenario comparison
Compare alternative paths side-by-side before you act, using the same data and format throughout.
- Structured before-and-after comparison
- Step-by-step review workflow
- Notes field to record your rationale
Audited daily reports
A daily summary document that brings key figures, annotations, and checks together for your files.
- Key points summarised in one place
- Numbered annotations for traceability
- Consistent format for record-keeping
Workspace discipline
Simple routines and checks that help you keep analysis, decisions, and documentation aligned.
- Four-step daily review pipeline
- Checklists for completeness
- Clear separation of analysis and decision
How the reporting features work together
Ledgers feed the risk view. The risk view informs your review. Your review is captured in the daily report. Each layer uses the same terminology and layout.
Daily report structure
Same format dailyStart from the tabulated record, not from headlines. Confirm figures before interpreting them.
Check exposure and concentration against your own limits and rules.
Use the report to file what you reviewed and what you decided to monitor.
Benefit: less rework, clearer files
Because Pixeliq keeps terminology, tables, and report sections consistent, you spend less time reformatting and more time reviewing. Your records remain comparable day to day.
Scan the ledger for changes using daily structure you already know.
Validate exposure and note any item that needs follow-up.
Keep the audited summary as your record of review.
Flexible enough for different review styles
Pixeliq does not prescribe a strategy. It provides structured views and documentation that adapt to how you already review — whether you check daily, focus on risk, or prioritise record-keeping.
- ✓Use only the views you need; the format stays familiar across all of them.
- ✓Keep your own rules and limits — the workspace surfaces information for your judgment.
- ✓Maintain a clear trail from ledger entry to report annotation.
Three ways to use the features
Select a workflow to see which features it uses and what it produces for your records.
Start the day from the ledger
- Open the daily ledger to see current tracked items and changes.
- Read model notes to understand inputs behind each view.
- Mark items to watch during your own review.
Check exposure before decisions
- Review exposure grouping for concentration.
- Compare scenarios side-by-side using the same format.
- Apply your own limits and record your rationale.
Close with a clear record
- Open the audited daily summary for key points and annotations.
- Confirm what was reviewed and what remains open.
- File the report for consistent day-to-day comparison.
See the features in your own workspace
Request access and we will help you initialise a workspace with the standard ledger, risk, and report layout. You decide how to use it.