Instantly get the numbers you care about
Instantly get the numbers you care about
Instantly get the numbers you care about
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
KD
Kim D
Straightforward
Straightforward
Cut to the chase and see the most important numbers of all, in no time.
Cut to the chase and see the most important numbers of all, in no time.
Simple
Simple
Get the gist of everything in record time with our summary snippets.
Get the gist of everything in record time with our summary snippets.
Flexible
Flexible
Easily control the scope of accounts and date range of your report.
Easily control the scope of accounts and date range of your report.
Familiar
Familiar
In addition to our new investment tools, you'll find the classics.
In addition to our new investment tools, you'll find the classics.
Easy to compare
Easy to compare
Quickly compare the things that matter in the way that matters most to you.
Quickly compare the things that matter in the way that matters most to you.
Detailed
Detailed
Easily search for specific transactions or securities on your portfolio.
Easily search for specific transactions or securities on your portfolio.