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January 27, 2020
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Main Modules
PortfolioPro's Main Modules offer the viewing and reporting functionality for your portfolios, accounts and clients. You will find detailed and summary views of holdings and transactions in easy to navigate dashboard screens. 

Below please find on overview of some of the distinguishing features of PortfolioPro's Main Modules or download the comprehensive brochure.      


In Portfolio Views screens are provided for holdings, transactions and history of holdings, financials and trades. The views combine various data sources, asset classes and currencies. Attractive charts give quick visual views of portfolio breakdowns.


In addition to more than 100 standard reports PortfolioPro offers advanced reporting features for control and monitoring. One of the main benefits is the ability for cross-market reporting in one tool. The Statements function creates PDF format customer portfolio reports specifically for Portfolio Valuations, Brokers Notes, and other relevant statements.