Features
Every client account. One place.
Unified visibility, real-time P&L, and professional reports. No platform switching, no spreadsheets.
Multi-Account View
See every client account in one place. No more switching between platforms.
Client Accounts
Live
A
Client A$52,400+4.2%B
Client B$128,900+2.8%C
Client C$34,200-1.1%3
Clients live
2 / 3
Profitable
Real-time P&L
Watch profits and losses update as trades close. No refresh needed.
P&L OverviewAll clients
+$2,847
Today
+$18,420
This month
Client Reports
Generate professional client reports in seconds. PDF, CSV, or Excel.
ReportsReady to export
Monthly Performance
December 2024
Trade Analysis
Q4 2024
Risk Summary
December 2024
3
Ready to export
PDF / XLSX
Formats
Equity Curves
Visual performance tracking. See growth patterns at a glance.
Equity CurvesLast 12 months
+34%
YTD growth
3
Clients tracked
Trade History
Complete audit trail for every client. Every trade, every time.
Recent TradesAll clients
EUR/USDBuyClient A+$340
GBP/USDSellClient B+$128
USD/JPYBuyClient C-$62
+$406
Net today
Complete
Audit trail
Export Anything
CSV, PDF, Excel. Get your data however you need it.
Export Data3 formats
CSVRaw trade data for spreadsheets
PDFFormatted reports for clients
XLSXFull analysis in Excel
3
Export formats
Any range
Date filter
“I used to spend hours compiling reports for my clients. Now it takes seconds. My clients love the professional presentation and I love having my time back.”
SM
Sarah Mitchell
Portfolio Manager, Elite Capital
Setup
How it works.
01
Connect
Link all client accounts. One integration, all visibility.
02
Monitor
Real-time data across every account. One dashboard.
03
Report
Professional reports ready in seconds. PDF, CSV, or Excel.