Displays the end-of-day value for every position in your portfolio.

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Displays the end-of-day value for every asset class in your portfolio.

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Displays the notional exposure to every currency as a % of the portfolio net equity. Both direct exposures (through outright cash positions) and indirect exposures (through assets) are included.

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Animation showing the evolution of every position held in terms of size and P&L. Conveys an intuitive grasp of the largest performance and risk drivers over time!
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Shows the cumulative value of transaction fees incurred since portfolio inception. Account-related fees, such as market data fees or account management fees, are also displayed when applicable.

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Displays the cumulative value of dividends, interests both received and paid, and taxes since portfolio inception.

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Displays all deposits and withdrawals from the portfolio.