Adding new features is exciting for us.  One of our main goals is to provide straightforward and useful analytics that is understood by anybody.  New filter options inside the income and cash transaction containers highlight how important dividends and interest are to a client’s total return while keeping track of withdrawals and deposits vital to financial planning.

Select from:

  • Year-to-Date (Jan 1 – Dec 31)
  • Year-over-Year (Last 365 Days)
  • All Dates

See it for yourself using our demo site. Try Demo

Coming soon a “With Fee” or “Without Fee” filter available to the Investment Performance container.