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Insights on structured products, market trends, and investment strategies from the LevineX team.

Showing articles tagged "portfolio" Clear filter

Company News 2 min read

LevineX holt Simon Steigmeier von der ZKB

Die Zürcher LevineX AG baut ihren Vertrieb aus. Simon Steigmeier, bisher im Verkauf für Strukturierte Produkte der Zürcher Kantonalbank tätig, übernimmt per 1. Oktober 2026 …

By Josh Levine
October 01, 2026

Company News 3 min read

LevineX holt Nicolas Schmid als Chief Operating Officer

Die Zürcher LevineX AG verstärkt ihre Geschäftsleitung mit Nicolas Schmid. Der ehemalige Head of Cross-Asset Derivatives Structuring & Trading der ISP Group in Zürich übernimmt …

By Josh Levine
August 03, 2026

Features 5 min read

Price Alerts for Structured Products: Set Your Level, Let Your Issuers Come to You

You already set price alerts on stocks. Now you can set one on an entire structured product. Arm a price alert on any pricing, and …

By Josh Levine
July 14, 2026

New Feature Pricing

Product Updates 2 min read

Export Portfolio Statements and Pricing Reports as PDF

Generate presentation-ready PDFs of your portfolio statements and pricing reports directly from LevineX. One click, real-time data, no manual formatting.

By Josh Levine
February 19, 2026

New Feature Portfolio Pricing

Features 2 min read

Market Dashboard: Real-Time Market Data, Now Inside LevineX

Stop switching between terminals. Market data now lives where your deals do.

By Raphael Steigmeier
January 26, 2026

Dashboard Market

Blog

LevineX holt Simon Steigmeier von der ZKB

LevineX holt Nicolas Schmid als Chief Operating Officer

Price Alerts for Structured Products: Set Your Level, Let Your Issuers Come to You

Export Portfolio Statements and Pricing Reports as PDF

Market Dashboard: Real-Time Market Data, Now Inside LevineX

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