Hedging decisions are often based on spreadsheets and gut feeling instead of data. Without a unified view of the entire energy portfolio, there is no transparency about risks and savings potential. The Portfolio Manager makes your energy portfolio controllable – with real-time data, automated analytics and well-founded risk management.
Cost-Reducing Risk Reduction
The Portfolio Manager optimizes your hedging strategy to minimize risks while lowering costs at the same time. It analyzes different procurement options – from forwards through PPAs to the spot market – and recommends the optimal mix.
Transparency Across the Entire Portfolio
The Portfolio Manager aggregates data from all sites and energy carriers into a unified view. At a glance you see the current hedging status, open positions and how your energy costs are developing – across electricity, gas and other commodities.
Data-Based Risk Analysis
The Portfolio Manager automatically calculates metrics such as Mark-to-Market (MtM) and Value at Risk (VaR). This lets you detect early how market price changes affect your portfolio and react proactively.
The Building Blocks of the Portfolio Manager
The Portfolio Manager brings together all relevant data about your energy portfolio and supports you in strategic and operational decisions.
Request a demoThe Portfolio Manager captures all your energy contracts and deals in one place: forwards, futures, PPAs, spot market tranches and more. Each deal is documented with volume, price, term and delivery structure. This gives you a complete overview of your portfolio at all times.
The Portfolio Manager automatically calculates the most important risk metrics. Mark-to-Market (MtM) shows you the current value of your positions against the market. Value at Risk (VaR) quantifies the loss risk from market movements. In addition, the system analyzes exposure, open positions and hedge ratios.
The Portfolio Manager analyzes your current hedging status and expected demand and recommends optimal deals. It takes into account current market prices, price curves and your risk preferences. This supports you in deciding when and how much to hedge.
The Portfolio Manager creates precise cost forecasts for your energy budget. It combines the hedged volumes with the expected spot market costs for the open positions. This lets you plan reliable budgets and continuously track cost development.
The Portfolio Manager automatically compares incoming energy invoices with the expected costs from your contracts and actual consumption. You are alerted immediately in case of deviations. This ensures you only pay for what you actually consumed.
The Portfolio Manager allocates total energy costs to individual plants, cost centers or production lines on a cause-based basis. It uses actual consumption and the time-mapped procurement costs. This gives every unit a fair, traceable settlement.
Frequently Asked Questions
Answers to the most important questions about data-driven energy portfolio management.
More questions?The Portfolio Manager supports all common energy contract types: forwards, futures, PPAs (physical and financial), spot market tranches, forward transactions and structured products. Deals can be captured and analyzed for every energy carrier – electricity, gas, CO2 and other commodities.
The Portfolio Manager continuously compares your closed deals with current market prices. The difference between your purchase price and the current market price multiplied by the volume yields the MtM value. Positive values mean you bought more cheaply than the current market, negative values indicate opportunity costs.
VaR quantifies the maximum loss risk of your portfolio with a certain probability (e.g. 95%) over a defined period. The Portfolio Manager calculates the VaR based on historical price movements and your open positions. This tells you what risk your unhedged portfolio is exposed to under market volatility.
The Portfolio Manager compares your current hedging status with your expected demand and the defined target ratios. It shows open positions and, based on market prices and your risk tolerance, recommends optimal times and volumes for new hedges. This avoids both over- and under-coverage.
Yes, the Portfolio Manager is designed for multi-site portfolios. It aggregates consumption and costs across all sites and enables both an overall view and drill-downs into individual plants. This lets you procure centrally while still allocating costs to the individual sites on a cause-based basis.
PPAs can be captured as physical or financial deals. For physical PPAs, the delivery structure is stored with the expected generation profile. The Portfolio Manager integrates PPA offers directly into the analysis and shows how they affect your overall portfolio and procurement costs.
The Portfolio Manager compares each incoming invoice against three data points: the contractual agreements, the actual consumption and the expected costs. If deviations exceed a defined threshold, an alert is triggered automatically. This lets you detect billing errors before they are paid.
The Portfolio Manager focuses on strategic energy procurement: contracts, hedging, risk management and cost forecasts. The Operation Hub focuses on operational optimization: asset schedules, flexibility marketing and real-time control. Both modules work together – the Operation Hub provides consumption forecasts, the Portfolio Manager the procurement strategy.
For precise budget forecasts the Portfolio Manager needs: the current deals with volumes and prices, expected consumption forecasts (which can come from the Digital Twin), current forward curves for the open positions and historical consumption for validation. The more complete the data, the more accurate the forecast.
Yes, the Portfolio Manager offers flexible export options. You can export reports, analyses and raw data as CSV or Excel. For integration into your own BI systems, an API is available that delivers machine-readable data.
