Hedge fund drag and drop | ModelReef

Your portfolio changes daily - your model should too.

Hedge funds move at market speed - but spreadsheets don’t. Analysts waste hours updating exposures, recalculating positions, and rebalancing risk manually. Model Reef replaces fragile files with a live, drag-and-drop hedge fund portfolio management engine where every asset, position, and scenario updates instantly.

The hidden costs of spreadsheet-based hedge fund modeling:

  • Slow, error-prone updates weaken real-time portfolio tracking
  • Inconsistent logic across tabs disrupts portfolio performance analysis
  • Delayed rebalances reduce agility in hedge fund strategy modeling
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Trusted by clients with over US$40bn under management.

When your fund moves fast, manual models can’t keep pace.

Markets shift by the hour - but spreadsheet models remain static. Analysts manually re-enter trades, update prices, and fix broken links, only to produce a model that’s already outdated. Leadership loses visibility; LPs lose confidence. Model Reef replaces spreadsheet fragility with live, connected investment modeling software that reacts as fast as your strategy.

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See how Model Reef transforms hedge fund modeling into real-time insight.

These capabilities show how funds gain clarity, speed, and confidence across every scenario.

clarity-icon Connect Fund Data

Sync positions, valuations, and forecasts for consistent financial modeling for funds.

bot-icon Model with Drag-and-Drop

Add, remove, or adjust positions in seconds using an intuitive drag-and-drop portfolio tool.

forecasting-icon Review & Report

View exposures, returns, and liquidity instantly with live fund performance tracking dashboards.

Watch a demo to see Model Reef in action.

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A connected approach to portfolio modeling, risk, and valuation.

Model Reef unifies forecasting, pricing, and analysis into one dynamic workspace built for funds that can’t afford delays.

link-icon Step 1:
Connect Your Portfolio Data

Import positions from accounting systems or trading feeds for clean investment portfolio updates.

model-building-icon Step 2:
Model Instantly

Rebalance, restructure, or test new trades with automated scenario analysis for portfolios.

forecasting-icon Step 3:
Share & Collaborate

Provide secure access to managers, partners, and LPs for transparent investment insights platform decisions.

See how Model Reef standardises hedge fund modeling.

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Model faster. React quicker. Perform better.

Model Reef empowers funds with the speed and accuracy needed to outperform in fast-moving markets.

clarity-icon Save Analyst Time

Save $100,000 per year in reclaimed time

Eliminate manual updates with automated daily portfolio adjustments.

detection-icon Reduce Reconciliation Errors

Avoid $300,000 in rework

Replace fragile formulas with consistent automated portfolio modeling logic.

forecasting-icon Protect Returns

Preserve millions through better timing

React faster to market moves using reliable portfolio risk analysis and scenario tools.

See how funds achieve ROI with real-time modeling.

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The modeling toolkit built for hedge-fund analysts and PMs.

These features provide the flexibility, accuracy, and transparency required for institutional-grade performance.

real-time-icon Real-Time Scenario Testing

Drag positions to test impact on returns and risk with instant hedge fund investment planning.

integration-icon Multi-Asset Class Support

Model equities, bonds, derivatives, and alternatives using unified asset allocation modeling.

chart-circle-icon Liquidity & Exposure Dashboards

Track concentration, leverage, and cashflow through modern investment portfolio management views.

collaboration-icon Collaboration & Permissions

Share models securely across analysts, PMs, partners, and LPs for transparent financial decision-making software use.

Explore all hedge-fund modeling features.

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Security built for proprietary trading and fund-level oversight.

Model Reef protects sensitive positions, pricing data, and strategy assumptions with robust infrastructure.

xero-icon End-to-End Encryption

Mitigate data risk across all model updates and scenarios.

Audit-Level Tracking

Record full version history for compliant investor portfolio management.

excel-icon Granular Access Control

Restrict visibility by portfolio, analyst, or LP for safer interactive portfolio tools.

See how Model Reef keeps your data secure →

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Questions before you start?

Here are the most common questions we get asked in demos.

Model Reef revolutionises hedge fund portfolio management by updating exposures, liquidity, and returns instantly as positions change. Unlike spreadsheets that lag behind markets, every trade and adjustment flows through a live model that stays accurate minute-to-minute. This enables PMs to react faster to volatility and pricing signals. Analysts spend less time fixing formulas and more time refining strategy. LPs also gain clearer visibility into fund performance. These capabilities make Model Reef a powerful engine for hedge fund portfolio management.

Model Reef serves as advanced investment modeling software by integrating pricing, forecasts, and asset-level assumptions in one connected workspace. Teams no longer maintain dozens of spreadsheets that break under pressure. Instead, they model positions consistently across asset classes with automated linkages. This improves the speed and quality of idea evaluation. PMs and analysts can test opportunities without losing structural accuracy. These strengths define a best-in-class approach to investment modeling software for hedge funds.

The drag-and-drop portfolio tool allows analysts to add, remove, resize, or restructure positions in seconds. Every change instantly updates returns, exposures, liquidity, and risk metrics. This drastically reduces model turnaround time compared to manual spreadsheets. Analysts gain more freedom to explore new strategies and variations. PMs receive faster insights during investment committee reviews. This intuitive flexibility makes the tool ideal for drag-and-drop portfolio tool workflows.

Real-time portfolio tracking is essential when markets shift hour by hour. Model Reef syncs data continuously and recalculates exposures, leverage, and P&L instantly. This eliminates the lag that weakens traditional spreadsheet-based oversight. PMs can identify concentration risks or opportunities early and act before competitors do. Investors benefit from more accurate, timely reporting. These capabilities deliver a massive advantage in real-time portfolio tracking.

Dynamic investment models require flexibility and consistency as strategies evolve. Model Reef updates valuations, forecasts, and liquidity impacts automatically every time an assumption changes. This avoids the version chaos common in multi-tab spreadsheets. Funds can adapt models to new macro conditions, asset mixes, or leverage structures without rebuilding templates. Scenario comparisons stay clean and accurate. These benefits elevate the use of dynamic investment models across the fund.

Portfolio performance analysis becomes clearer when exposures, returns, and KPIs are measured consistently across the entire book. Model Reef consolidates this into a single dashboard that updates instantly as positions change. PMs can drill into asset-level performance or aggregate trends with no manual reconciliation. LPs receive reports that are complete, compliant, and fully traceable. This transparency strengthens conviction and speeds decision cycles. These capabilities enhance portfolio performance analysis.

Scenario analysis for portfolios becomes more meaningful when each test inherits the same underlying logic. Model Reef lets analysts drag positions to simulate market shocks, funding changes, or integration of new trades. All impacts — risk, return, liquidity — update immediately. This supports better hedging, stress-testing, and strategic planning. PMs gain confidence in the resilience of the portfolio under multiple environments. These strengths make Model Reef ideal for scenario analysis for portfolios.

Automated portfolio modeling removes the friction of maintaining complex spreadsheet architectures. Model Reef recalculates every metric - from exposures to NAV impacts - without manual intervention. Analysts spend less time on upkeep and more time evaluating ideas. PMs benefit from cleaner, more reliable models that scale with strategy complexity. LPs appreciate the auditability and consistency across reporting cycles. These capabilities underpin truly automated portfolio modeling at institutional scale.
Still have unanswered questions?
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Explore all Model Reef use cases for funds and investors.

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Model faster. React quicker. Perform better.

Model Reef gives hedge funds a live modeling engine designed for speed, accuracy, and auditable insight - enabling your team to act decisively at market pace.

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Trusted by clients with over US$40bn under management.