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| US Processing Solutions >> Equities >> Securities Industry Software >> Vantra >> Portfolio |
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Vantra Portfolio
The Investor’s Online Portfolio Manager
The Portfolio module, seamlessly integrated with Vantra Investor, provides your customers a convenient, customizable method to display information required to monitor and manage investments. Vantra Portfolio enables users to:
- Track performances of individual accounts in real-time
- Access holdings for all accounts
- Capture buys and sells automatically
- Display unrealized gains and losses
- Show realized gains and losses for both the current and past year
- Manage tax-lot accounting
- Create and modify "shadow" portfolios
- Create multiple Watch Lists with custom views
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