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Online Access
for Our Clients

The emergence of the Internet has given us exciting ways to take our service to the next level. Online Access for our clients is just one way that we have used the Internet to keep our clients informed. All you need is an Internet connection and a web browser to have the ability to view your portfolio information from virtually anywhere. Here is a brief outline of the kinds of reports we provide to our clients.

Name

Updated

Type

Description
Portfolio Register Daily Report Simply shows the total account values of each account in the portfolio.
Portfolio Appraisal Daily Report Breaks each account out for individual valuations by security.
Transactions Daily Report Shows transactions which have occurred in each of the accounts.  Can be filtered by month, account, or type of transaction.
Today's Gain/Loss Daily Report Shows account and individual security value changes over the course of the business day.
Unrealized Gain/Loss Daily Report Shows original cost and total gain or loss on your current holdings.
Portfolio Allocation Summary Daily Report and Chart (Consolidated) Shows portfolio allocation for entire portfolio by asset class.
YTD Gain/ Loss Daily Report and Chart (Consolidated) Shows all assets owned with realized and unrealized gains year to date.  A chart is also available to show performance by asset class.
Historical Values Monthly Report and Chart (Consolidated) Shows the portfolio’s month-end values in relation to net contributions over any date range you specify.
Performance Evaluation Monthly Report (Unconsolidated) Shows account values, deposit/withdrawal activity, IRR calculations, indices comparison, and asset allocation all on a month by month basis.
Top Stock Reports Weekly Report format only Shows our weekly Top Stock recommendations as well as historical sells.

 

More detailed information on each of the reports can be found here.

Client Access is password protected and all reports are encrypted for you protection. The reports are best viewed with Internet Explorer 5.0 or higher.  If you are a client and wish to explore this kind of access further, please contact Kyle Volkers at (812) 232-5822 or toll-free (888) 655-3774.

Client information is always encrypted for your protection.
 

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