Raphael Sarte - Corporate Insider

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Portfolio Reporting

Create custom reports across your portfolios and generate quick suggestion pitch
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Current Thematic Trending

Purchased over 100 shares
Active few hours ago
Purchased over 500 shares
Active few hours ago
Purchased few shares
Active few hours ago
Purchased over 70 shares
Active few hours ago
Purchased few shares
Active few hours ago
See also your portfolio center. Please also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.