A portfolio manager tracking performance and a COO auditing exposures need to see very different things. Role-based dashboards let each person open the platform to the view that matters to them. This how-to covers what each role’s dashboard should contain and how to build one.

Why role-based dashboards

A single “everything” screen serves no one well. The PM wants performance and positioning; operations wants reconciliation and cash; risk and compliance want limits and exposures. Building a focused view per role means less noise, faster decisions, and fewer mistakes from hunting for the right number.

The PM dashboard

Center it on decisions: real-time P&L, current positions and weights, exposure by strategy and asset class, and performance against benchmark. For a multi-asset book, show traditional and digital exposure side by side so the PM sees the whole portfolio at a glance.

The operations / COO dashboard

Center it on control: reconciliation status and open breaks, cash by account and custodian, NAV progress, and anything requiring action today. This is the view that answers “is the book clean and can we strike NAV?” without opening five screens.

The risk & compliance dashboard

Center it on limits: exposure and concentration against mandate, leverage, and any limit breaches or approaching thresholds, with a clear audit trail. The goal is to see a breach the moment it happens, not at the end of the day.

How to build a dashboard

  • Start from the role — decide the two or three questions this view must answer.
  • Add the widgets that answer them (positions, P&L, reconciliation, exposure, limits).
  • Select the data scope — fund, strategy, book, or asset class.
  • Arrange most-important-first, top-left, and remove anything that isn’t decision-relevant.
  • Save the view and share it with the role, so everyone in that seat opens to the same screen.

Tips

Keep one primary view per role rather than one crowded dashboard for all. Favor the numbers that drive a decision over the ones that are merely interesting. And revisit views quarterly — the questions that matter change as the fund grows.

Frequently asked questions

Do I need technical skills to build a dashboard?

No. Dashboards are configured by selecting views and widgets — no code — so PMs, ops, and risk can build their own.

Can different roles have different dashboards?

Yes — that’s the point. Build a focused view per role (PM, operations, risk/compliance) so each opens to what matters to them.

Can a dashboard show crypto and traditional assets together?

Yes. Because HedgeGuard runs both in one book, a single view can show traditional and digital exposure side by side.

Can I share a dashboard with my team?

Yes. Save a view and share it to a role so everyone in that seat sees the same screen.