Portfolio Details/Client Portal
For a selected portfolio the Insa Dashboard can get the complete portfolio details. This view can also be accessible from clients giving them up-to-date portfolio reporting.
As the image shows tiles with different information can be displayed.
The most common tiles are:
- Standard client reporting. Can be printed or saved to PDF
- Asset Allocation Chart
- Performance Developement
- Instrument prices and complete prices history for all instruments
- Transactions list which can be filtered, sorted and grouped
