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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

How to 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.)

Dashboards 

  1. Asset Allocation Summary 
  2. Profit / Loss Summary 
  3. Assets / Liabilities arranged by Asset Class
  4. Networth by Custodian
  5. Profit Bar / Area Chart
  6. IRR vs Absolute Profit 
  7. Performance on Assets (%)
  8. Sharpe Ratio vs VaR
  9. Free Cashflows Generated
  10. Transactions List
  11. CCY Exposure Over Time / CCY Snapshot
  12. Geographical Exposure / Geography Over Time
  13. MTM Over Time 




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