How to access the reporting module?

To access the reporting module, you just have to:

  • go to the "reporting" section;
  • select the "library" menu, through which you can access graphs, information and data on:
    • your portfolio in real time;
    • your portfolio valued with unrealized capital gains or losses;
    • your portfolio valued at a chosen date;
    • your chronological statement of transactions;
    • stock prices;
    • the distribution of your capital;
    • the evolution of your assets;
    • asset allocations and performance;
    • the typological status of shareholders;
    • the sliding performance of your portfolio;
    • the distribution of your portfolio by pocket;
    • the performance of your portfolio in relation to the stock market indices and UCITS of the market.
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