Sandberg capital a.s. © 2026
This documentation provides a comprehensive guide to the Portfolio Cockpit application,
The Portfolio View is the central dashboard designed to give users a high-level overview of financial health for monitoring, analyzing, and comparing financial performance metrics—such as Profit & Loss (P&L), Cash Flow (CF), Balance Sheet (BS), and Margin Analysis—for single or multiple selected assets (e.g., companies or portfolios).
Its primary purposes include:
This view is ideal for scenarios like multi-asset portfolio reviews, quarterly reviews, annual forecasting, or ongoing portfolio monitoring.
Filters Sidebar (Left Panel):
Main Content Area:
The Asset View delivers a focused, detailed snapshot of financial health for monitoring, analyzing financial performance metrics—such as Profit & Loss (P&L), Cash Flow (CF), Balance Sheet (BS), Margin Analysis and Operational KPIs — for single asset.
Its primary purposes include:
This view is ideal for detailed asset performance and operational reviews or strategic planning for individual companies within a portfolio.
Filters Sidebar (Left Panel):
Main Content Area:
The Compare View delivers a focused, comparative snapshot of financial and operational health and trends for a single asset against a selected secondary source Prior Year “PY” or Budget.
Its primary purposes include:
This view is ideal for competitive multi-asset performance reviews.
The Questionnaires View is designed to streamline the collection, organization, and access to qualitative and structured reporting data via questionnaires.
Its key objectives include:
This view is essential for governance processes, due diligence, quarterly reporting workflows, and any scenario requiring documented qualitative inputs alongside quantitative financial data.
Main Content Area: