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aggregation, SMA reporting, portfolio reporting, account aggregation, etf,
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web 2.0 porfolio, ajax portfolio manager, json investment data, ajax grid,
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Try a demo of our reporting tool.
PUR's online reporting tools can give you the big picture by making
available all historical investming events, combining or aggregating
accounts and showing you what you owned on any given day as well as show
performance.
Our charts show cost basis, asset type, region and other classes over time
as well as the historical unitized value of your portfolio compared to any
benchmark or any other account. Built with BasketFunds technology.