ePortfolio
ePortfolio is an online portfolio solution designed to give you detailed and accurate information about your portfolio when you need it.
A basic problem that people face today is having a complete picture of their total financial situation - in one place. Often you have to log in to multiple systems and remember or maintain different login details and passwords. ePortfolio consolidates all of your investments under one portfolio service.
The Benefits of ePortfolio
Improved Decision Making
Portfolios are re-valued every day, ePortfolio provides up to date information at your finger tips. You will have access to information faster and have improved decision making capability by using ePortfolio’s accurate portfolio monitoring and reporting.
Accurate Information
Accurately monitor portfolio and stock performance – compare the performance of managed funds, listed equities and direct investments in a mathematically correct manner. ASX listed securities are revalued every 20 minutes and managed funds daily.
Reporting
ePortfolio has up to date reports that allow you monitor performance compare to different benchmarks such as the ASX 200. The different report types are shown below.
- Income
- Trading Transactions
- Tax Summary
- Holding Performance
- Portfolio Valuation
- Portfolio Performance
- Realised and Unrealised Gains and Losses