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Tired of indecipherable brokerage statements? Our proprietary Insight platform offers a clear view of your portfolio performance and activity.
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.
The dashboard offers powerful portfolio insights at a glance, including clear allocation and performance summaries, trading day breakdowns, and customizable charts.
Monitor daily volatility, Sharpe ratio, margin usage, and market diversification—among other advanced analytics. Review trade allocations, gain/loss, P/L, and open positions.
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