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- Portfolio
- Asset Allocation: Understand how your assets are allocated by these categories: Asset Class, Geography, Industry, Custodian and Currencya few categories
- Performance: Find out the TWR of your portfolios and compare performance between accounts
- Holdings: View list of holdings across custodians
- Transactions: View list of historic transactions extracted from statements
- Watchlist: Track a list of securities with liquid security prices updated daily
- Insights
- Analytics: Explore a whole host of charts to understand what's working (and what's not) in your portfolios
- Explainer: Find out what impacted performance in any time period
- Cashflows: View historic distributions received and estimated distributions you expect to receive up to the next 12 months
- Key Metrics: View Understand key financial metrics profile of your portfolio
- Allocation Matrix: View your biggest exposure at a glance
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