Menu

SECTION 1 - Dashboard

• Portfolio Dashboard

SECTION 2 - Client & Account Management

• Client & Account Management

SECTION 3 - Portfolio Analytics

• Income
• P&L and Perfomance
• Allocation
• Portfolio Settings
• Fees & Charges

SECTION 4 - Positions & Transactions

• Positions & Transactions
• Instrument Details
• Manage Custom Assets
• Add Interactive Brokers Trade Data

SECTION 5 - Risk Analytics

• Risk Analytics