Product Tour & Features
Portfolio Management -
Overview
- Multi-portfolio, institutional-scale view
- See holdings across all your funds
- Instantly identify over/underweights
- Compare positions and asset class allocations in one place
Portfolio Management -
Single Summary
- Drill into any fund and see the full picture
- Composition (equities, bonds, cash, sectors)
- Performance metrics
- Currency exposure
- Mark-to-market tracking
Trade Management - Portfolio Rebalancing
- Select Portfolio
- Choose holdings to rebalance
- Adjust target allocations
- See Impact in real-time
- Execute as bulk order
Trade Management - Single Portfolio Order Entry
- Choose your portfolio
- Enter your trade requirements
- Specify your strategy
- Send
Trade Management - Pending Table
- All workflows end the same way
- Review your orders and decide where to send
- Direct to broker via FIX / EMSX API
Trade Management - DUCAT Bridge
- Before you trade, understand what's happening. Click any order and DUCAT opens a full context window:
- Volumes
- ADV%
- Impact on the market
- Sector bid/offer spreads
Trade Management - DUCAT Bridge
- News & heat maps
- SENS announcements
- Company intellegence
Trade Management - DUCAT Bridge
- Real-time JSE SENS announcements:
- Enriched with AI-summarized broker search
- Ranked by portfolio weight
- DUCAT News:
- Formal research notes
- Informal commentary
- Trade recommendations
- Bids & offers
- Economic research
- AI summarises and enriches - it does not invent. Every summary is traceable to original source research.
Real-Time Execution
Once sent, your
orders appear in the Watchlist.
Track execution in real-time:
Track execution in real-time:
- See order status
- Fill %
- Execution price
- Arrival price vs market
- News impact
- Click any order to see by-broker execution
All in one platform.
No switching between Bloomberg and DUCAT.
Intelligence Layer:
Ticker Heat Map:
- Track bids, offers, trades, and news volume in real-time
Word Cloud Tickers:
- See which holdings are trending (sized and coloured by bias and news impact)
Insights:
- Daily briefs, midday snapshots, and roundups—AI-powered portfolio analysis
Themes:
- Understand market trends (Inflation, Metals, Fed policy, etc.)
Time & Sales:
- Visualise your execution journey — price, time, and cumulative fills in one powerful view.
Your workflow doesn't end at execution.
DUCAT manages the full lifecycle:
Pre-built Standard Reports
Customize and subscribe to any standard reports:
- Equity benchmarks
- Alignment trades
- Daily execution reports
- Portfolio heat maps
- Benchmark summaries
- Etc.
Insight Reports
- AI-powered daily digests
- Morning Brief
- Midday Snapshot
- Daily Roundup
- SENS News
- Commodity & Economic updates
My Reports
- Subscription management
- Scheduling
- Recipients
- Customizations
- Arrival price vs market
- News impact
- Click any order to see by-broker execution
You can even build your own Combined Reports from multiple reports.
