Portfolio Tracking

Statmetrics Portfolio Tracking is used to track the overall performance of an investment portfolio across all accounts in one place. It collects and aggregates transaction data (e.g. buying, selling, dividends, income, expenses, depositing, withdrawing) from multiple accounts, providing investors with a consolidated view of their investments. By tracking the trading history of individual investments, Statmetrics can perform portfolio performance measurement and attribution, providing greater transparency into investment decisions and understanding of the quality of the investment process. This enables investors to identify the sources of return, evaluate the effectiveness of their investment strategy, and make informed decisions about future investments.

Managing Investments

Performance Reporting