The new Capboard feature designed for investors to track their company portfolio performance in real-time comes with several key components that enhance both usability and the depth of financial analysis available. Here's a breakdown of what investors can expect from this feature:
New Portfolio View: This central feature provides a consolidated view of an investor's entire portfolio, allowing for an easy and immediate understanding of the overall performance of their investments. This view is designed to be user-friendly, displaying key metrics and performance indicators in a clear, organized manner.
Totals in Editable Currency: Recognizing the global nature of investing, this feature allows investors to view their total investments in a currency of their choice. This is particularly useful for investors who operate in multiple markets or who wish to analyze their investments in a currency different from the ones in which they were made. The editable currency option adds a layer of customization, enabling investors to adapt the interface to meet their specific needs.
Sort by Column: This functionality enhances the user's ability to organize and prioritize the information displayed in the portfolio view. Investors can sort their investments based on various criteria, such as company name, investment amount, current value, or return on investment (ROI). This sorting feature helps investors to quickly identify which investments are performing well and which aren't.
These features aim to simplify portfolio management while providing deep financial insights for investors.
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