Do you find it hard to track your investment performance ?
Private Reporting is specifically designed to pro-active investors willing to be in control of their investments.
With Private Reporting, you get a consolidated picture of all your assets. Everytime. Everywhere.
> Enjoy a beautiful, intuitive design for an amazing experience
> Compare portfolio performances
> Customise all reports, watchlist and product attributes
> Monitor positions, fees, allocations...
> Custom benchmark your investments
> Measure net gains, best/worst contributors, capital/currency attribution...
> Get up-to-date dashboard information
> Add listed and unlisted products
> Enjoy automatic daily pricing, corporate actions
> Export data in multiple formats (Excel, CSV, PDF)