> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finhub.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# SCT13 - Financial Asset Management

> Tools for managing various financial assets and investments

# SCT13 - Financial Asset Management

Tools for managing various financial assets and investments, including portfolio management, tracking, and analytics.

## Overview

This capability provides tools for managing financial assets beyond traditional banking, including investment portfolios, securities, and alternative assets.

## Features

| Feature                   | Description                     |
| ------------------------- | ------------------------------- |
| **Portfolio Management**  | Manage asset portfolios         |
| **Investment Tracking**   | Track investment performance    |
| **Risk Assessment**       | Portfolio risk analysis         |
| **Performance Analytics** | Returns and performance metrics |
| **Asset Allocation**      | Optimization tools              |

## Asset Types Supported

| Asset Type              | Description                        |
| ----------------------- | ---------------------------------- |
| **Equities**            | Stocks and shares                  |
| **Fixed Income**        | Bonds and securities               |
| **Funds**               | Mutual funds, ETFs                 |
| **Alternative**         | Real estate, commodities           |
| **Digital Assets**      | Cryptocurrencies (where permitted) |
| **Structured Products** | Complex financial instruments      |

## Configuration Options

| Level        | Features                 | Assets              |
| ------------ | ------------------------ | ------------------- |
| **Basic**    | Simple tracking          | Limited asset types |
| **Standard** | Comprehensive management | Standard assets     |
| **Advanced** | Sophisticated tools      | All asset classes   |

## Portfolio Management Features

### Portfolio Overview

* Total portfolio value
* Asset allocation breakdown
* Performance summary
* Risk metrics

### Position Management

* Buy/sell orders
* Position sizing
* Rebalancing tools
* Stop-loss management

### Reporting

* Performance reports
* Tax reports
* Regulatory reports
* Custom reports

## Investment Workflow

```mermaid theme={null}
flowchart TD
    A[Investment Goal] --> B[Risk Assessment]
    B --> C[Asset Allocation]
    C --> D[Portfolio Construction]
    D --> E[Order Execution]
    E --> F[Position Monitoring]
    F --> G[Performance Review]
    G --> H{Rebalance?}
    H -->|Yes| C
    H -->|No| F
```

## Risk Management

| Feature                  | Description                |
| ------------------------ | -------------------------- |
| **VaR**                  | Value at Risk calculations |
| **Stress Testing**       | Scenario analysis          |
| **Concentration Limits** | Position limits            |
| **Volatility Tracking**  | Portfolio volatility       |
| **Correlation Analysis** | Asset correlations         |

## Integration with Other Capabilities

| Capability                   | Integration                       |
| ---------------------------- | --------------------------------- |
| **SCT03 - Country**          | Available assets per jurisdiction |
| **SCT06 - Decision Support** | Investment analytics              |
| **SCT09 - Multi-Currency**   | Multi-currency portfolios         |
| **SCT11 - Compliance**       | Investment compliance             |

## Subscription Tier Availability

| Tier         | Configuration Level |
| ------------ | ------------------- |
| Starter      | Not included        |
| Professional | Not included        |
| Enterprise   | Standard            |
| Custom       | Configurable        |