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Refinitiv Workspace for Analysts and Portfolio Managers

Experience a flexible, tailored solution that aggregates industry data, delivers proprietary analytics and automates critical research and portfolio management workflows. Know first, so you can act first.

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A flexible, tailored solution for a new experience

Refinitiv Workspace has been built to harness the shifting trends in asset management, as firms want to quickly adopt artificial intelligence-driven tools and coding into their investment workflows.

That’s why we’ve developed Refinitiv Workspace for Analysts and Portfolio Managers – to turn sophistication and complexity into a single platform that reduces friction across workflows and recognizes the elements of consistency among them.  

Workspace delivers superior functionality and streamlined workflow tools so analysts and portfolio managers like you can generate profitable investment ideas and improve portfolio returns.

The ultimate set of financial tools

Always available. Wherever you are.

Analyze markets and portfolios

Analyze and monitor your portfolios and funds using our advanced portfolio analytical tools. Stress-test portfolios with MSCI’s RiskMetrics to identify, report and adjust for downside risks.

Gain insight with powerful research

Our industry-leading analytical data source, enables detailed exploration of relationships between data series. It makes it easy for you to stay on top of global developments, identify risks and target the right assets, sectors and countries to invest in.

Leverage predictive analytics

Gain more insight during earnings season by monitoring developing trends among companies that have already reported, and analyzing how those trends might impact companies yet to report.

Features & benefits

What you get with Workspace for Analysts and Portfolio Managers

Advanced analytics

  • Smart ideas come from smart data. Our systems are integrated with a developer environment, meaning you can access our APIs and platform services to build analytics, applications and other tools critical to your daily workflow needs.
  • Our extensive portfolio analytics capabilities across back-testing, stress-testing, attribution, optimization and factor risk models support you in alpha generation, risk management and impact attribution.
Screenshot of CodeBook on Workspace

CodeBook offers the capabilities for you to design your own data analytics

Always rely on a tailored experience

  • Your customized homepage is tailored for your workflow. With its web-based design you can navigate between key applications in a browser-like window, giving you access to portfolio intraday activity, the latest instrument recommendations and research at both the security and industry level.
  • Vital data such as the latest stock price, 52-week high/low prices, price-earnings (P/E) ratio, Sharpe Ratio, ESG rating and price-to-book value are all at your fingertips.


Screenshot of the browser-like and customizable homepage on Workspace

The browser-like interface allows you to customize the home page further

New ways to generate alpha

  • We offer a unique blend of fundamental and alternative data sets, providing new opportunities for generating positive, risk-adjusted returns. 
  • One of the biggest growth areas is sustainable investing and we have assembled a powerful data set to support these investment strategies.
Screenshot showing easy integration of ESG factors into portfolio analysis on Workspace.

Easily integrate ESG factors into portfolio analysis, equity research, screening or quantitative analysis

Workspace technical specifications and installation instructions

Refinitiv Workspace is designed to work with the latest supported browsers and versions of Windows and macOS.

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