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
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.
Dashboards
- Asset Allocation Summary
- Profit / Loss Summary
- Assets / Liabilities arranged by Asset Class
- Networth by Custodian
- Profit Bar / Area Chart
- IRR vs Absolute Profit
- Performance on Assets (%)
- Sharpe Ratio vs VaR
- Free Cashflows Generated
- Transactions List
- CCY Exposure Over Time / CCY Snapshot
- Geographical Exposure / Geography Over Time
- MTM Over Time
Introduction to Strategies (and Creating your own Strategies)
This section is for advanced users.