Hedging decisions are often based on spreadsheets and gut feeling rather than 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 manageable – with real-time data, automated analyses, and solid risk management.
Cost-Reducing Risk Reduction
The Portfolio Manager optimizes your hedging strategy to minimize risks while reducing costs. It analyzes different procurement options – from forwards to PPAs to 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. You can see at a glance the current hedging status, open positions, and the development of your energy costs – across electricity, gas, and other commodities.
Data-Based Risk Analysis
The Portfolio Manager automatically calculates metrics like Mark-to-Market (MtM) and Value at Risk (VaR). This way you can identify early how market price changes affect your portfolio and take proactive countermeasures.
Used by industry leaders
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 DemoThe Portfolio Manager records all your energy contracts and deals in one place: forwards, futures, PPAs, spot market tranches, and more. Each deal is documented with quantity, 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 risk of loss from market movements. Additionally, the system analyzes exposure, open positions, and hedge ratios.
The Portfolio Manager analyzes your current hedging status and expected demands and recommends optimal deals. It considers 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 hedged quantities with expected spot market costs for open positions. This allows you to plan reliable budgets and continuously track cost development.
The Portfolio Manager automatically compares incoming energy invoices with expected costs from your contracts and actual consumption. You are immediately alerted to discrepancies. 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 based on actual consumption. It uses actual consumption and time-allocated procurement costs. This provides each unit with a fair, traceable billing.
FAQ
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, term contracts, and structured products. Deals can be recorded and analyzed for each 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 quantity gives the MtM value. Positive values mean you purchased cheaper than the current market, negative values show 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 VaR based on historical price movements and your open positions. This tells you what risk your unhedged portfolio is exposed to during market volatility.
The Portfolio Manager compares your current hedging status with your expected demand and defined target ratios. It shows open positions and recommends optimal times and quantities for new hedges based on market prices and your risk tolerance. This helps you avoid both over- and under-hedging.
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 to individual plants. This allows you to procure centrally while still allocating costs to individual sites based on actual usage.
PPAs can be recorded as physical or financial deals. For physical PPAs, the delivery structure is stored with the expected generation profile. The Portfolio Manager directly integrates PPA offers into the analysis and shows how they affect your overall portfolio and procurement costs.
The Portfolio Manager compares each incoming invoice with three data points: contractual agreements, actual consumption, and expected costs. Deviations above a defined threshold automatically trigger an alert. This helps you identify billing errors before they are paid.
The Portfolio Manager focuses on strategic energy procurement: contracts, hedging, risk management, and cost forecasting. The Operator focuses on operational optimization: asset schedules, flexibility marketing, and real-time control. Both modules work together – the Operator provides consumption forecasts, the Portfolio Manager the procurement strategy.
For precise budget forecasts, the Portfolio Manager needs: current deals with quantities and prices, expected consumption forecasts (can come from the Digital Twin), current forward curves for 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.
