Portfolio
Portfolio and contracts
The Portfolio module provides a consolidated view of your entire energy portfolio: long/short positions by market and expiry, trading portfolios segmented by strategy, standardized EFET contracts and a comprehensive PPA suite covering from initial valuation to signature. Counterparty management includes details, internal ratings, credit limits and transaction history. The PPA cannibalization analysis feature quantifies the impact of new renewable contracts on existing positions.
Capabilities
Everything you need to get the most out of this module.
Positions
Aggregate view of long/short positions by market, zone, expiry and type of instrument with drill-down to the single deal
EFET contracts
Complete management of European EFET standard contracts: generation, versioning, digital signature and archiving
PPA Suite
From evaluation to signature: pricing, collaborative deal room, contractual templates, PPA advisory and market intelligence
Counterparties
Complete database with internal ratings, credit limits, transaction history and KYC/KYB documents
Cannibalization Analysis
Quantifying the cannibalization effect of new renewable PPAs on existing portfolio positions and revenues
Use Cases
Real scenarios where this module makes the difference.
Corporate PPA negotiation
The commercial team uses the Deal Room to negotiate a 10-year PPA with an industrial off-taker, with dynamic pricing and EFET template.
Cannibalization analysis
Before signing a new 30 MW solar PPA, the portfolio manager analyzes the revenue impact of the existing portfolio.
Monthly consolidation
Monthly report of aggregate positions by market with P&L, volumes and comparison vs budget for the board.
Key Benefits
Who Is It For
Available in Plans
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