Portfolio Valuation Features

Portfolio Valuation

Valuation and performance tracking

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Portfolio Valuation Feature Summary

  • Input for investment and transaction information
  • Help icons and explanations of calculations
  • Investment distributions, acquisitions and divestment
  • Accurate security, asset category and portfolio valuation
  • Employs time weighted return performance methodology
  • Portfolios can be rolled over for a new reporting period
  • Handles reinvestment of dividends and investment liquidation
  • Manage and customize asset categories
  • Charts present current portfolio weightings by asset class
  • Periodic portfolio valuation can be visualized over time

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