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Introduction
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Access richer visualizations of wealth data with flexibility:
- 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
An introduction demo video is here
Using Analytics
- Please select the tabs at the top of the charts to view different charts.
- You can download either the current sheet or the whole document with all the different analytics tabs into one A4 PDF document.
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