Interactive Portfolio Management

The BlitzPort Process

Blitzport workflow

Begin with a database of your real and possible investment opportunities.    Include in the database estimates for capex needed for each project, the project’s probability of success, the range of reserves, production, cash flow, earnings and value possible from a successful projects

Develop a list of Strategies that broadly govern how to run the business, the types of projects to emphasize and the measures of acceptable performance.   

With Strategies and the Database of Opportunities, build real, executable investment portfolios (exploration programs in this case) and store the portfolios into the BlitzPort Database.    

Once you have hundreds to hundreds of thousands of portfolios in the database you can load tens of thousands of portfolios into Spotfire Decision Site and view them in BlitzPort portfolio templates.

Spotfire is a superb tool for visualizing and sifting large amounts of data.    Blitzport loads portfolio data into Spotfire where each row of a table is one portfolio and each column is a measure of those portfolios.    A Spotfire chart uses columns from the data table as the measures for X, Y, Z axis, color, size, shape, orientation, label and connections.    Each Point or Line on a chart is a single portfolio - a row of the table.     All charts in Spotfire are linked to the same data table.    Selecting a set of data in one plot selects the corresponding points or lines in all other plots.

Spotfire’s power extends far beyond making charts.    Spotfire creates for each column in the data table a “Query Device”, an interactive control where you can control which rows of the data table are visible based upon values in that table’s data column.

In BlitzPort, all portfolio measures appear as Spotfire Query Devices.    Here, using Spotfire, managers can apply and change limits to Capex, minimum performance levels, and investigate differences in strategies by changing the Query Devices associated with each portfolio measure. 

Managers change portfolio goals and resource limits by changing Query Devices and can immediately see portfolios remain visible in the Spotfire charts.    In doing so, managers see the trade-offs between conflicting measures and can choose where to set the goals.    

In minutes, portfolio management teams interactively whittle away 20,000 possible portfolios by applying tighter requirements and goals.   Eventually, they will be left with a few good portfolios that all satisfy the Portfolio Team's requirements.    

The BlitzPort Census tool creates a report that lists the opportunities funded in the surviving portfolios.    Census reads from Spotfire which portfolios are “Marked”, then fetches from the database the investment opportunities funded in those portfolios.     Census then sorts those opportunities according to decreasing number of times the opportunities are funded in the selected portfolios.

With the knowledge of which Opportunities are funded in: (a) all selected portfolios, (b)in most portfolios, (c) in some portfolios,  and (d) in none of the portfolios, managers can be confident in their decisions about how to invest in the business’s future.