Portfolio Analyst on web app

[PBear]

Am I able to download or display a detailed stock portfolio analysis from the web application?

 

[JamesIG]

Hi - what information are you looking for specifically, and what account type do you have? (Spread betting, CFD, share dealing, or smart portfolio). I will then be able to help and guide you as to which reports we can generate. 

[PBear]

I'm looking for an analysis of my share trading account. I'm looking for reports on:

1. Current total NAV
2. Return performance by month, quarter and interception, over time
3. Asset Allocation, Asset Class, Sector, Region
4. Portfolio break down by quantity, close price, cost basis, unrealized P&L
5. Portfolio return against benchmark S&P etc.

Thanks for your help.

 

[JamesIG]

Hi - Unfortunately we don't have this  sort of functionality, however I shall submit it at the end of the month to our share dealing project manager and the associated developer team.