Portfolio Reporting Overview

Comprehensive portfolio information

24/7 web access to your portfolio summary makes it simple to keep investments in line with your target weightings.

Quarterly summary reports

Stay updated with the performance of your investments with complete portfolio reports emailed to you quarterly.

Easy tax reporting

Our reporting software offers seamless tax reporting of your financial portfolio at the click of a button, reducing tax time stress of locating trading statements.

Highly secure

Information transmitted between you and your platform is encrypted with 128-bit encryption for security and privacy.

Simple monthly pricing
for whatever level of reporting you need

$ 0 /mo
  • Free Platform
  • Overnight data and prices
  • Portfolio valuations
  • Annual financial statements
$ 12 /mo
  • Basic Reporting
  • 24 / 7 portfolio access
  • 20 min delayed data
  • Advanced charts
Sign Me Up
$ 25 /mo
  • Advanced Reporting
  • Comprehensive Tax Reporting
  • 20 min delayed data
  • Advanced charting
Sign Me Up
$ 120 /mo
  • Market trading access
  • Live data
  • Advanced charting
Sign Me Up