Listed funds drag and drop | ModelReef

Your market data changes every second - your model should too.

Listed-fund managers operate in real-time markets, but their spreadsheets don’t. Manual CSV pulls, broken formulas, and stale pricing compromise decision speed. Model Reef delivers real-time market modeling, connecting directly to Google Finance and Yahoo Finance APIs to create dynamic financial models that update instantly as markets move.

The hidden costs of manual listed-fund modeling:

  • Price lag destroys market-driven decision making
  • Fragile formulas undermine live market data analysis
  • Slow updates reduce confidence in investment modeling tools
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Trusted by clients with over US$40bn under management.

When your market data lags, your decisions do too.

Every analyst knows the grind - daily CSV downloads, formula refreshes, copy/paste chaos. In a market that trades by the millisecond, static spreadsheets break your speed. Model Reef eliminates delay by streaming live data directly into a connected fund model, powering adaptive financial models that remain accurate every second.

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See how Model Reef turns market feeds into real-time portfolio intelligence.

These capabilities show how to replace manual maintenance with live, accurate modeling.

clarity-icon Connect to Market Data

Stream prices, volumes, and FX rates using Google Finance and Yahoo Finance APIs for live market data analysis.

bot-icon Model in Real Time

Add or adjust positions with a drag-and-drop interface that enables real-time portfolio updates.

forecasting-icon Share Live Dashboards

Give LPs and risk committees accurate, up-to-the-second views using modern funds and investors insights dashboards.

Watch a demo to see Model Reef in action.

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A connected approach to listed-fund modeling, exposure, and risk.

Model Reef brings market data, modeling tools, and portfolio analysis into one environment that moves at market speed.

link-icon Step 1:
Connect Your Fund Data

Sync holdings, benchmarks, and positions for consistent listed funds analysis.

model-building-icon Step 2:
Stream Live Market Data

Model Reef pulls market prices continuously for accurate investment planning software.

forecasting-icon Step 3:
Model, Compare, & Report

Test scenarios and generate insights powered by scenario modeling software.

See how Model Reef keeps your portfolio live and reliable.

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Every minute saved is alpha earned.

Model Reef eliminates manual updates so analysts can focus on performance, risk, and opportunity.

clarity-icon Reduce Maintenance Time

Save $80,000 per year in reclaimed time

Cut manual refreshes and price pulls using fully automated portfolio modeling.

detection-icon Eliminate Formula Errors

Avoid $75,000 in rework

Remove fragile spreadsheets and broken links with clean drag-and-drop financial modeling.

forecasting-icon Protect Returns

Preserve millions in active performance

React to market shifts instantly using real-time funds drag-and-drop interface and live data.

See how listed funds drive ROI with real-time modeling.

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The listed-fund toolkit built for speed, accuracy, and strategy.

These features help fund managers act confidently in fast-moving markets.

google-finance-icon Google & Yahoo Finance Integration

Stream live prices, FX, and volume for live stock and fund analysis.

boost-icon Drag-and-Drop Rebalancing

Resize, add, or remove positions instantly using intuitive drag-and-drop portfolio tools.

real-time-icon Real-Time Portfolio Metrics

Track P&L, Sharpe, volatility, and exposures with financial forecasting software.

collaboration-icon Collaboration & Permissions

Share models securely with partners and LPs for clear investor decision support.

Explore all listed-fund modeling features.

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Security built for high-frequency, high-stakes investment workflows.

Model Reef protects sensitive trading and market data with enterprise-grade oversight.

xero-icon End-to-End Encryption

Protects market and position data across all live updates.

Audit-Level Tracking

Maintains history for compliance-grade investment portfolio management.

excel-icon Granular Access Control

Control visibility by portfolio, analyst, or LP for safe market data tracking 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 supports real-time market modeling by streaming live prices, FX, and volume directly into the financial engine. Fund managers no longer rely on delayed CSV exports or manual refresh cycles. Every new tick updates exposures, returns, and risk metrics instantly. This eliminates lag and gives PMs the agility to react to market shifts immediately. LPs also benefit from more accurate, up-to-the-second reporting. These capabilities set a new standard for real-time market modeling in listed-fund management.

Model Reef enables dynamic financial models that update the moment market data changes. Valuation, volatility, and position-level metrics shift automatically as new inputs arrive. This removes the fragility of spreadsheets that break during rapid market swings. Analysts can restructure portfolios confidently knowing the model won’t fall apart. Leadership gains clearer insight into fund performance under shifting conditions. These strengths make Model Reef an ideal platform for dynamic financial models.

Live market data analysis becomes far more accurate when feeds are connected directly to the model. Model Reef streams prices and FX rates continuously, eliminating the disconnect caused by stale or manually-entered values. Analysts can evaluate positions, hedges, and exposures with real-time accuracy. This reduces errors in pricing and P&L calculations. PMs gain stronger situational awareness during high-volatility sessions. These benefits dramatically enhance live market data analysis.

Model Reef functions as a full investment modeling tool by centralising pricing, forecasting, and scenario planning in a single workspace. Teams can model buy/sell decisions, rebalancing strategies, and exposures without managing fragile spreadsheets. Forecasts remain accurate thanks to automated linkages and live data. This improves fund governance and investment committee discussions. It also reduces time spent maintaining legacy models. These advantages define Model Reef as high-performance investment modeling tools for listed funds.

Automated portfolio modeling reduces the time analysts spend updating positions, fixing formulas, and reconciling valuations. Model Reef recalculates P&L, leverage, and exposures instantly after each portfolio adjustment. This removes the friction of daily manual tasks. Analysts can focus on research, strategy, and market opportunities instead of data cleaning. PMs gain confidence in the model’s accuracy during fast-moving sessions. These capabilities elevate automated portfolio modeling for institutional funds.

Market-driven decision making requires models that move as fast as markets do. Model Reef empowers PMs with live exposures, risk metrics, and valuation updates that respond instantly to price changes. This makes it easier to rebalance positions or hedge risk in time-sensitive situations. Teams gain more conviction because decisions are grounded in real-time data rather than outdated snapshots. These strengths make Model Reef a powerful tool for market-driven decision making.

Listed funds analysis becomes more comprehensive when pricing, positions, and forecasts stay connected in one environment. Model Reef consolidates these elements into live dashboards showing performance, liquidity, and concentration metrics. This eliminates inconsistencies created by multiple spreadsheet versions. Investors and LPs gain clearer visibility into fund health and risk. Analysts can perform deeper comparative and time-series analysis instantly. These advantages meaningfully elevate listed funds analysis.

Drag-and-drop financial modeling becomes more powerful when driven by live market data. Model Reef allows analysts to move positions, test trades, or restructure portfolios quickly using an interactive interface. Each adjustment recalculates NAV impact, exposures, volatility, and liquidity automatically. This enables faster iteration during strategy development. PMs can evaluate multiple ideas without rebuilding templates. These capabilities make Model Reef the most intuitive solution for drag-and-drop financial modeling in listed portfolios.
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Your portfolio. Your data. Live - all the time.

Model Reef brings real-time market feeds and drag-and-drop modeling into a single platform - giving listed-fund managers unmatched speed, accuracy, and decision confidence.

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