EQUITY PORTFOLIO : TRACKING PROFIT & LOSS

Apr 13th, 2015 | by Tope Olutola
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.CONNECT Investor focuses on getting critical information to the hands of the decision makers quickly. With this, it is important a broker knows the client position and profitability without having to use calculators or other low productivity tools.

So let’s checkout client portfolio analysis features in .CONNECT Investor

Summary

The summary page reports current portfolio statuses in relation to previous. So it can give analysis comparing one month to the previous. It shows the additions, withdrawals, appreciations and depreciation etc.

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Mark to Market

As shown in the image below, this page allows for quick viewing of Mark to Market data and analysis

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Profit and Loss ( Realized vs. Unrealized)

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