This shows the number of portfolios you hold. Portfolios can be constructed from MENA,GCC Offshore,Global Sharia,India Mutual and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.
Chart multiple funds, sector and indices on the same chart!
Rank funds to suit your client`s risk profiles, quickly and easily.
Analyse your portfolio by region, sector and asset allocation.
Select a tool from left column to analyse performance, ratios, and key facts for any or all of the funds in the Basket below.