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
- Asset Class Allocation
- 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