Portfolio Monitoring

Historical Fund Transaction Data

Learn from your own history. Utilize fully auditable historical fund transaction data to make better investment decisions for your portfolio’s future.

Access historical fund transaction data

Don’t rely on Excel for your historical data. With Mercatus, you can view your historical data going back as far as you need.

Powerful actual vs budget analysis

Understand your historical performance. Analyze at actuals vs forecast for any time frame for any asset or operational KPI.

Auditable field history

Fully auditable data allows you to see how many times a field was changed, by who, and how it changed. Restore or adjust as needed.

"Mercatus is the memory of our business."

CEO, Global Private Equity Firm

See Mercatus in Action

Request your own personalized demo below to learn more about historical fund data, portfolio monitoring, and more.