Reports

The Reports tab tracks and documents your transactions, P/L statements, confirmations, and distribution.    

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Reports Tab

The Transactions (1) tab tracks your transactions, documenting Name, Type (Buy/Sell), Unit, Price, Commission, Status, and Date.

To view effortlessly generated P/L statements, theProfit/Loss (2) tab creates a P/L statement based on a user-selected Start Date and End Date, which you can download to your computer.

The Confirmations (3) tab documents confirmations of transactions in the platform.

To manage who receives reports and what reports they receive, theDistribution (4) tab allows you to toggle different settings for distribution.

Features 

This tab offers four parts: Transaction, Profit/Loss, Confirmation and Distribution. 

Review your transaction 
You can click Transaction to access your transaction record. After you choose your portfolio, the page shows you the Transaction Type, Unit, Price, Commission, Status and Date.  

Profit/Loss report 
This tab provides the Profit/Loss statement of your selected portfolio/model portfolio, the performance of every equity is shown for user to adjust the actual portfolio.
You also can change the period and download the P/L statement in this page.  

Confirmation and Distribution 
Click Confirmation lists out confirmation of all transactions for users in the platform. 
Click Distribution assist user to manage who receives reports and what reports they receive. 
You can set your distribution as following image:  

The email is automatically delivered to your targeted investor.