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- Slice and dice your portfolio by account, custodian, asset class and security
- Interactive charts packed with related transactions information
- Explore ready-made reports including cash flows generated, XIRR/profit, transaction volume (by account) and many more
- Create your very own dashboard to present your ideas (optional)
- Download relevant charts or the full report with ease
How to
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Use
- Please use the tabs at the top of the charts to view the diff charts.
- You can download either the current sheet or the whole document with all the different analytics tabs into one pdf. (Please note that the sheet will be in A4 size.)
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