What Analytics Information Could You Get?
1.Summary
– View all stocks that added, along with detailed records of any transactions you’ve made. This helps you keep track of your interests and actual investments in one place.
– Tailor the data display according to your personal preferences by customizing the layout such as :
- Trading Data
- Portfolio
- Fundamental
- Total Returns
- Ratios
- Trailing PE
- Beta/CAGR
- IPO Details
- High/Low
- Historical
- Short Sell
- Custom
– You can download the summary as a file, allowing you to keep a record of your analytics. This feature makes it easy to share insights or analyze your data offline.
2. Transactions
– The Transactions section provides an overview of all the financial activities in your portfolio. This section allows you to track and manage the movement of funds and assets in your account.
-This feature helps you maintain an accurate and up-to-date record of your portfolio’s performance by ensuring that every action you take is properly documented making portfolio management more efficient and organized.
What is the function of each button?
-Add Transactions allows you to manually add any transactions you’ve made in your portfolio. This could include purchases or sales of stocks, or any other financial activities that affect your portfolio.
– Deposit / Withdraw is used to record cash inflows (deposits) and outflows (withdrawals) in your portfolio. If you deposit money into your trading account or withdraw cash, you can document these actions here, helping you track your available cash balance.
– Corporate Action is used to log events related to your holdings, such as dividends, stock splits, or rights issues. This helps keep your portfolio updated with any changes resulting from company actions.
– Brokers section allows you to manage details of the different brokerage fee you’re using. You can add or edit information about brokers to ensure all transactions are linked to the correct platform.
3. Portfolio Performance
Portfolio Performance allow users take control of their investments with a comprehensive, user-friendly interface. Designed for both novice and seasoned investors, this feature enables you to effortlessly track and analyze your portfolio’s performance over customizable time frames.
Portfolio Performance offers advanced tools for deeper insights into your investments. These features enable comprehensive analysis of your portfolio, helping you make informed decisions such as:
- Index Comparison Chart allow users to compare your portfolio’s performance against major market indices. Visualize how your investments stack up against benchmarks, enabling you to gauge your performance relative to the broader market.
- Gain/Loss Analysis is used to understand the profitability of your investments with our detailed gain/loss analysis tool. This function breaks down your returns, highlighting which assets are performing well and which may need your attention.
- Allocation Group Analysis allow users to get insights into how your assets are distributed across different sectors or asset classes. This analysis helps you assess your diversification strategy and identify potential rebalancing opportunities.
- Portfolio Return Flowchart represents the flow of returns within your portfolio. This tool provides a clear overview of where your profits and losses are coming from, helping you track performance trends over time.
4.Cash Allocation Management
Cash Allocation Management offers a clear view of your cash flow, showing how much cash you have on hand versus what’s invested. You can customize the time range to analyze your cash allocation over specific periods, helping you make informed decisions about your liquidity and investments.
5. Dividend Analysis
Dividend Analysis provides comprehensive insights into your dividend income. Track your dividend earnings, evaluate yield percentages, and analyze trends over time. This feature helps you understand the performance of your dividend-paying investments, empowering you to make informed decisions about your income strategy.