Reports Menu
Access all reporting functions in the Reports menu in Portal.
The Reports menu includes the following sub-menus and functions:
- Activity
- Statements
- Downloads
- Flex Queries
- Batch Reports
- Models
- Quarterly Statements
- Trade Confirmations
- Reports
- Flex Queries
- Trade Allocations
- PortfolioAnalyst
- Transaction Cost Analysis
- Risk
- Margin
- Stress Test
- Value at Risk
- Supplemental
- Advisor Fee Cap
- Client Summary
- P/L Markup
- Client Revenue & Expense
- Days to Long Term
- Tax
- Tax Optimizer
- Tax Forms
- Position Transfer Basis
- Forex Cost Basis
- Customer Activity Monitor
- Settings
- Delivery
- Activity Statements & Trade Reports
- SMS Alert
- Flex Queries
- PortfolioAnalyst
- Broker Client Activity Statements
- Flex Web Service
- Third-Party Services
- Trader ID
- Client OATS Settings