APAC PORTFOLIO FINANCE MONITOR
Cherin Kim | cherin0508@gmail.com
Sample portfolio dashboard built with simulated financial data
Short Exposure by PB
Short Exposure by Sector (Top 10)
Short Exposure by Fund
Short Exposure by Market
Borrow Cost by Rate Type
Borrow Rate Distribution
Top 30 Positions — Daily Borrow Cost
TickerName MktSector PBFund Rate TypeiSide SharesNotional USDRate %Daily Cost
Saving
All ≥25 bps ≥50 bps ≥100 bps
Type
All HTB Warm GC
Current PB Market Fund Sort
Refinancing Opportunities
TickerName MktSector FundRate Typei Current PBCurr Rate% Best PBBest Rate% Saving bpsNotional USDDaily Saving $
All PBs
Prime A
Prime B
Prime C
GC   <0.5%
Warm  0.5%–5%
HTB   >5%