Who should use the Track investment performance workflow?
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
AI Workflow · Finance & Legal
Practical execution plan for track investment performance with clear steps, mapped tools, and delivery-focused outcomes.
Deliverable outcome
An optimized tracking process ready for the next period
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
An optimized tracking process ready for the next period
Use each step output as the input for the next stage
Step map
Instead of relying on a single generic AI model, this pipeline connects specialized tools to maximize quality. First, you'll use Workday Adaptive Planning to a documented list of metrics and benchmarks ready for data collection. Then, you pass the output to Ziggma to a clean, unified dataset of all portfolio transactions and prices. Then, you pass the output to FactSet to a table of performance and risk numbers for the portfolio. Then, you pass the output to Formula Assistant by Tableau to a clear comparison showing whether the portfolio outperformed or underperformed its benchmarks. Then, you pass the output to Morgan Stanley Investment Management (MSIM) to a report explaining which decisions helped or hurt performance and how diversified the portfolio is. Then, you pass the output to Boosted.ai to a final performance report ready for review or presentation. Finally, Motion AI is used to an optimized tracking process ready for the next period.
Define performance metrics and benchmarks
A documented list of metrics and benchmarks ready for data collection
Collect and normalize portfolio data
A clean, unified dataset of all portfolio transactions and prices
Calculate portfolio returns and risk metrics
A table of performance and risk numbers for the portfolio
Compare performance against benchmarks
A clear comparison showing whether the portfolio outperformed or underperformed its benchmarks
Analyze attribution and diversification
A report explaining which decisions helped or hurt performance and how diversified the portfolio is
Generate performance report and insights
A final performance report ready for review or presentation
Review and adjust tracking process (optional)
An optimized tracking process ready for the next period
Identify the key metrics you will use to evaluate performance (e.g., total return, CAGR, Sharpe ratio, volatility) and select appropriate benchmarks (e.g., S&P 500, a bond index, or a custom target). This ensures you measure against a consistent standard.
Why Workday Adaptive Planning: Workday Adaptive Planning is purpose-built for financial planning, including defining performance metrics and benchmarks, which directly matches the step's need for spreadsheet or financial planning software.
Gather historical and current data for all holdings, including prices, dividends, splits, and cash flows. Normalize the data to a common currency and time period to enable accurate calculations.
Why Ziggma: Ziggma is a dedicated portfolio tracking and insights tool that can collect and normalize portfolio data, aligning with the need for a data aggregation tool.
Compute total return, time-weighted return (TWR), and money-weighted return (IRR) for the portfolio. Also calculate risk metrics like standard deviation, maximum drawdown, and Sharpe ratio.
Why FactSet: FactSet provides multi-asset risk modeling and portfolio attribution, which includes calculating portfolio returns and risk metrics like standard deviation.
Overlay your portfolio's returns and risk metrics against the chosen benchmarks for the same time periods. Calculate alpha (excess return) and tracking error to quantify relative performance.
Why Formula Assistant by Tableau: Formula Assistant by Tableau is designed for formula generation and calculation explanation, directly supporting charting and comparison in Tableau.
Break down performance by asset class, sector, and individual holdings to identify what drove returns. Assess diversification by calculating correlation and concentration metrics.
Why Morgan Stanley Investment Management (MSIM): Morgan Stanley Investment Management offers portfolio risk decomposition and AI-driven alpha generation, which are core to attribution and diversification analysis.
Compile all findings into a structured report with executive summary, key charts, and actionable recommendations. Include commentary on whether the portfolio is on track to meet long-term goals.
Why Boosted.ai: Boosted.ai specializes in investment research and report generation, directly matching the need to generate a performance report with insights.
Evaluate the effectiveness of the tracking workflow itself—check data accuracy, frequency of updates, and tool suitability. Make improvements for the next cycle.
Why Motion AI: Motion AI offers automated project planning, intelligent task prioritization, and scheduling, which are ideal for reviewing and adjusting a tracking process using a project management tool.
§ Before you start
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
No. Start with the top pick for each step, then replace tools only if they do not fit your pricing, compliance, or output needs.
Open the mapped task page and compare top options side by side. Prioritize output quality, integration fit, and predictable cost before scaling.
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