Latest feature announcements
Account, Update, Account Details, Login, Key Features, overview, Dashboards, Cashflows, Track Record, Metrics, Custom Fields, Investment, Report, Tear sheets, PME Benchmarking.
Entities, Custom Fields, Metrics, Value Groups, Calculation Mappings, Cashflow Types, and Interfaces.
Data Templates, Data Collection Module
Portfolios, Funds, Investments, Deals, Add-Ons
Track Record, Charts, Data Source, Data Table, Vertical, Horizontal, Bubble, Line, Scatterplot, Pie.
Report Editor, Viewing Reports, Report Folders, Creating, Adding, Updating, Deleting, Exporting PDF, Zip.
Cobalt Excel Plugin, Introduce, Download, Install, Configure, Login, Using, Retrieve, Create, Update, Delete, Custom Data, Metric Data, Calculated Value Data, Text Value.
Helps users review funds, investments, and investors, and enables them to benchmark their performance against other funds.
Cobalt Admin Console, Managing Users, Add Users, Edit Users, Responding to Requests, Revoke Access, Branding, System Preferences, Settings.
Offers brief description of key terms related to Cobalt and the financial domain.