Mobile Application for customers who use services through private funds
Overview of Return on Investment. Classified by type of investment portfolio and asset class to access information of the investment portfolio and the total asset value of the portfolio capital.
Holding percentage in each asset class shows the information on individual assets, Market Value, and Profit/Loss.
The chart shows the return on investment, the total asset value and profit/loss. By selecting the returns during the period from 1M, 3M, 6M, YTD, 1Y, to 3Y, it can compare portfolio's performance with Benchmark.
Securities transaction history. Show information on the date of buy-sell, trade amount, cost value and net worth from trading.
Revenue / Expenses
Show Portfolio Revenue Fees
- Realized Gain/Loss
- Unrealized Gain/Loss
- Other Income
Show Portfolio Expenses Fees
- Custodian Fee
- Management Fee
- Other Expenses
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