Introduction
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
Dashboards
- Profit by Asset Class
- IRR vs Absolute Profit
- Performance on Assets (%)
- Performance by Security
- Sharpe Ratio vs VaR
- Free Cashflows Generated
- Networth by Month
- EM DM
- Custodian Over Time
- CCY Exposure Over Time
- CCY Snapshot
- Geography Over Time
- Geography Allocation
- FX MTM Over Time
- Price MTM Over Time
- Total MTM Over Time