Assets / Liabilities arranged by Asset Class

Assets / Liabilities arranged by Asset Class

• This table at the top shows total networth on month ends and the most recent business date. (Same data with more detail is available on the next page.)

• The graph shows how the change in Assets and Liabilities over time. 
  • Assets Classes are as per User's classifications.
  • User can toggle which asset classes / custodians to include in this report by clicking on the relevant button.