Insight Features

Up-to-Date Reporting

Always know how your investments are doing. Track portfolio performance as a whole or by individual manager. Performance statistics are detailed, reliable, and updated daily.

Insights at a Glance

The dashboard offers powerful portfolio insights at a glance, including clear allocation and performance summaries, trading day breakdowns, and customizable charts.

Powerful Analytic Tools

Monitor daily volatility, Sharpe ratio, margin usage, and market diversification—among other advanced analytics. Review trade allocations, gain/loss, P/L, and open positions.

Available Exclusively to IASG Clients

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