We will be releasing a Portfolio Performance Review tool very soon, which will provide time weighted returns and money weighted returns, along with some further helpful and in depth analysis. This is expected to be released in the second half of 2024.

In the meantime, valuation statements are generated automatically on a quarterly and annual basis. These are generated 10 working days after the of the calendar quarter/after tax year end. These are made available within the client portal and you can access these within the platform under the ‘Notifications’ tab. The client will receive an email notification when this has been generated. They contain growth figures, both gross and net of costs, and an ‘effect of costs on growth’ figure.

Valuation statements can also be run ad hoc in the platform if you go to the client record, go to the 'overview tab', select the date range and then click on the ‘run valuation’ button.