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Portfolio Menu

You can create a portfolio of securities to track their characteristics, statistics and quantities, run analytics, and even comment on each one.

Portfolios are available firm-wide, based on login id. Your firm name is listed at the top of the main Portfolio page and again in the upper right-hand corner. The example below shows the main Portfolio page with the firm name "eMBS Demonstration Tour." This page lists all portfolios within the firm account--HOUSEACCT and ARBACCT. Your portfolios are kept on our system until you delete them, and you may create and customize as many as you need.

At the bottom of this page are special-purpose portfolios--groupings of securities eMBS thinks are of special interest based on characteristics. These special-purpose portfolios are automatically available to all clients, and are created and maintained by eMBS.

You can take a number of actions on Portfolios, shown at the top of the page in the example below. Portfolios are built a number of ways: by typing in the information, copy/pasting the data from a spreadsheet, or uploading a file. You can run analytics on your portfolios such as calculating P&I or Geographic Exposure and look at loan distribution for key attributes such as FICO/OCS and LTV. Additionally, you can search across all of your portfolios, or compute a balance summary across all of your portfolios.

There are two ways to send a portfolio to someone else--inside or outside of your firm. You can email a special link to a portfolio, which allows the recipient access to only that portfolio. The other way is to email a spreadsheet containing the data in the portfolio. Or, you can save a portfolio as a spreadsheet on your local system, optionally modify the spreadsheet, and then mail it out.

Continue in this demo to see more specifics about the Portfolio capabilities of eMBS.

eMBS Demonstration Tour Portfolios

eMBS Special-Purpose Portfolios

Populating from Excel
Specifying securities
Portfolio Display formats
Select a Portfolio
IdNameLast UpdatedCountComment
HOUSEACCT House Account 1014/30/2012 3:27:00 PM20Generic pools for allocation
ARBACCT ARB ACCT 2014/30/2012 3:27:00 PM10Do not allocate

eMBS Special-Purpose Portfolios
IdNameLast UpdatedCountComment
COMMSUPERSCommingled Supers2/12/2021 8:14:40 AM5373All commingled supers issued 6/2019 or later
FEDHOLDINGFederal Reserve Holdings1/29/2021 8:19:57 AM21511As of Jan 27, 2021
FHL-DUPLICFHLMC duplicate pool numbers4/19/2005 10:30:00 AM114Pool numbers that represent multiple CUSIPs
FHLMCSTRIPStrips backed by single Giants3/5/2020 1:08:03 PM202Freddie Mac Strips that are backed by single Giants
FNMASTRIP Strips backed by single Megas10/8/2010 2:57:00 PM292Fannie Mae Strips that are backed by single Megas
FNMDELINQ Fannie Mae Delinquent Loans8/6/2007 6:53:00 PM556Removed Four Months or More Deliquent Loans as of August 2007
GNM2REVMTGGNMA Reverse Mortgages2/12/2021 8:14:40 AM11117Ginnie Mae Reverse Mortgage Pools
MULTILENDRMulti-Lender, MIP, Majors2/12/2021 8:14:42 AM238All Fannie Majors, Freddie Multi-Lender, and Ginnie Multi-Issuer pools issued in past 4 months

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