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Search the full guide, jump straight to a task, or browse each module of the terminal from the sidebar.

Login & Navigation

TRIMM — the Terminal for Real-time Investment Monitoring and Management — is HedgeSPA’s one-stop terminal for monitoring, analyzing, and rebalancing portfolios. It’s built for institutional investors, family offices, and asset managers, and works out of the box with your data and transaction connectivity.

Enter the username and password issued to your institution, then select Login. New to TRIMM? Use Start free trial on the login screen to request access.

app.trimm — login

Once you’re in, you land on the Overview dashboard. From there you can reach every part of the terminal. The main areas are:

1. 1Functionality menu — the sidebar listing every module, from Overview to the Investor Portal. Each is covered in this guide.
2. 2Select — choose the portfolio, model portfolio, scenario, or scenario set you want to work with.
3. 3Profile, information & settings — the top-right controls for your account, in-app help, and preferences.
4. 4AI assistant — open on the Overview tab to ask questions about your holdings, rebalancing, and more.

Directly below the top bar, the context bar sets what every tab works on: Portfolio, Benchmark, Scenario, and Scenario set. Change the portfolio here and Holdings, Risk, Scenarios, and Rebalancing all follow that selection. Use the Context button in the top bar to collapse or expand it.

Products

Search for any product or asset and TRIMM delivers its performance, statistics, fundamentals, and a custom analytics workbench.

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1. 1Watchlist — build and track your personalized list of products; use the star icon in the top-right corner of a product to add it to your watchlist.
2. 2Search — find a product by name or ticker.
3. 3Performance — view historical performance across 1W, 1M, 3M, 1Y, and 5Y periods; scroll up to zoom in.
4. 4Company Details — name, symbol, exchange, currency, contract multiplier, and a company description.
5. 5Key Statistics — use volatility, max drawdown, VaR, CVaR, Sharpe ratio, return, skewness, kurtosis, and standard deviation to compare return quality and downside risk.
6. 6Universe — choose a comparable universe to compare the product against similar securities. Use return ranks, Historical Ret. Rank, Scenario Ret. Rank, and Model Rank to judge whether the product is strong or weak relative to peers.
7. 7Fundamentals — balance sheet, cash flow, and income statements.
8. 8Factor Set (Available soon) — select product-related factors such as Gross Profit, Total Assets, and Total Current Assets, then configure model criteria including Starting Training Period, Testing Period, No. of Layers, Max Neuron, and Neural Networks.

Portfolios

A complete view of each portfolio: current positions, historical performance, and the tools to add, edit, or delete transactions.

app.trimm — portfolios holdings

1. 1Portfolio Performance Metrics — view total portfolio value, total P&L, cash balance, and portfolio return.
2. 2Portfolio Holdings — view the data and weighting for each holding in the selected portfolio.

app.trimm — portfolios

1. 3Rebalancing — Click Generate Rebalancing to create a rebalancing report for the selected portfolio. TRIMM first displays the Report History, where you can select a generated report. Review, edit, or delete recommendations before exporting the IBKR CSV or preparing broker submission.

Rebalancing

Generate a model-driven rebalancing report, review and adjust every proposed trade, then export or submit orders — all inside the Portfolios tab.

app.trimm — portfolios / rebalancing

1. Model Units — the quantity the optimization model recommends buying or selling.
2. User Units — the quantity you will actually trade. Editable per row before any export or submission.
3. Price (est.) — the estimated execution price used to size the position and compute notional.
4. Position — the signed dollar value of the proposed trade at the estimated price; negative for sells, positive for buys.
5. Commission / Govt. Fee / Other Fees — estimated costs per trade line, included in the Trades CSV export.
6. Status — Pending until orders are submitted; changes to executed once broker submission completes.

Scenarios

Apply one scenario or many to see how markets could move your portfolio — so you’re prepared for whatever comes next.

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1. 1Probability — shows the likelihood assigned to each outcome within the selected scenario set.
2. 2Scenario Set & Selection — each scenario set groups four related scenarios. Select a scenario set, then compare one or more predefined scenarios to understand how each could affect the selected portfolio.
3. 3Scenario Definition — shows the underlying factors and assumptions used to construct the scenario, so users can understand what is driving the projected impact.
4. 4View Impact by Scenario — compares the estimated impact of each selected scenario on the portfolio and on individual holdings, helping users identify the largest risk drivers.
5. 5Impact by Country — shows how the selected scenario affects major country indices, helping users see whether the stress is concentrated in a specific region or market.

Model Portfolio

Build target allocations you can benchmark against, rebalance toward, and stress-test — your blueprint for how a portfolio should look.

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A model portfolio is a target set of holdings and weights. Once built, you can use it across the terminal:

Risk

Assess the risk in any portfolio or model portfolio across four lenses: summary measures, attribution, the risk-return frontier, and correlations.

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1. 1Efficiency Frontier — plots the selected portfolio against the efficient frontier, showing whether the portfolio is taking more risk than necessary for its expected return.
2. 2Risk Summary — summarises key risk measures including Volatility, VaR, CVaR, and Beta, so users can assess both normal variation and downside loss exposure.
3. 3Portfolio Statistics — shows historical return, Sharpe ratio, volatility, max drawdown %, kurtosis, and other statistics to evaluate whether returns were achieved with acceptable risk.
4. 4Correlation of Products — calculates the historical correlation between all products in the selected portfolio. High positive correlation means holdings tend to move together; low or negative correlation may indicate diversification benefit.
5. 5Portfolio Breakdown — breaks the portfolio down by asset type, weight, and related attributes to show where risk and exposure are concentrated.

News & Research

Relevant news, ESG scores, and AI-driven market sentiment — gathered in one place for your investment research.

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1. 1News — search articles relevant to a product, issuer, or portfolio holding.
2. 2ESG (Available Soon) — Environmental, Social & Governance scores including Sustainalytics, MSCI, and S&P.
3. 3Sentiment Score — summarises market sentiment from social media and news on a 0–100% scale, where 100% is the most positive.
4. 4Filter by Products & Category — Categories are based on keyword matching across the article title, summary, and content. You can also filter by products held in the selected portfolio to focus on news related to relevant securities or issuers.
5. 5Headlines — shows matching articles in the middle pane so users can compare relevant headlines quickly.
6. 6Article — shows the full text and details of the selected story for deeper research.

Reports

Track and document everything: transactions, profit/loss statements, confirmations, and who receives what.

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1. 1Investor Summary — portfolio overview, risk metrics, and performance highlights.
2. 2Transactions — name, type (buy/sell), unit, price, commission, status, and date.
3. 3Consolidated Positions — aggregated holdings across all portfolios and asset classes.
4. 4Profit/Loss — a P/L statement for any start and end date, ready to download.
5. 5Statistics — download reports on portfolio statistics, exposures, ESG score, rebalancing, and more.
6. 6Aggregated — download the Full Risk Report, Full Trade Report, and Full Portfolio Report.

Investor Portal

Give your investors secure, interactive online access to their portfolios — instead of push-only email — and control exactly what each one can see. The portal can also be displayed directly on your firm’s own website.

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1. 1Asset contribution — shows which asset classes, regions, or holdings contribute most to portfolio return and risk.
2. 2Downside risk summary — summarises downside-focused risk metrics and highlights where potential losses are concentrated.
3. 3Drawdown profile — shows peak-to-trough declines and recovery behaviour over time.
4. 4Efficient frontier — compares portfolio risk and expected return against more efficient allocation choices.
5. 5Return attribution — breaks down where portfolio return came from, such as asset class, region, sector, or holding.