Clear and concise information about your Folio, beautifully laid out. Track your holdings and returns online at any time of the day.
Transaction log support allows the accurate generation of daily valuations. Track gains and losses over time and improve your hit rate.
Gain instant analysis on the overall financial health of your investments and spot risks that could damage your overall returns.
Break your holdings down across sectors, styles and ratios. It's simple to see how far from your benchmark your Folio has drifted.
Save time scouring the web for news and information affecting your investments - delivered directly within your Folio.