Total portfolio
Across — orders
YOUR FINANCIAL WORKSPACE
Portfolio overview
Manage your portfolio and incoming payments.
Funds received
From — payments
Largest portfolio group
—
of portfolio value
Monthly receipts
Payments received during the selected year
$120k$60k$0
Select a month to see its total and payment records.
Portfolio distribution
Largest client and market groups
Latest payments
Most recent entries in the report
| Client | Order | Date | Amount |
|---|
PORTFOLIO RECORDS
Orders
Add orders, update values, and keep your portfolio current.
| Order | Client | Client / market group | Value (USD) | Actions |
|---|
Client names and groups can be updated using Edit. Changing an order ID also updates its payment references.
COLLECTION RECORDS
Payments
Record incoming payments and update existing entries.
| Client | Order | Date | Amount (USD) | Actions |
|---|
WORKSPACE ADMINISTRATION
Admin settings
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Workspace administrator
Full access · ProtectedCreate employee account
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Employees
Manage sign-in details and workspace access.
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