Portfolio (IPS) - IPS Portfolio

Portfolio (IPS) - IPS Portfolio

IPS Portfolio Overview

This overview and navigation outlines the main components available in the client's IPS Portfolio screen

 

Portfolio Position

This section outlines the main components of the client's portfolio position screen and its functions on add, removing and managing holdings and transaction in a client's portfolio 

Further information on Portfolio Position here 

 

Portfolio Performance

The purpose of this guide is to provide an overview Portfolio Performance. Tools such as Profit Analysis, Benchmark and Progress are used to determine the performance of the portfolio at a point in time against portfolio targets.

Further information on Portfolio Performance here

 

Portfolio Asset Allocation

Learn how to view the Asset Allocation screen in Portfolios.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

 

Portfolio Custom Products

Adding custom products into XPLAN is useful when you want to have full control over a particular asset a client may hold (for example: investment properties). When you create a custom product, you are able to edit the details that appear in the Portfolios section in XPLAN, such as the unit price and asset allocation.

Further information on Portfolio Custom Products here

 

Portfolio Cash Summary

Learn about Portfolios Cash Summary functionality.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

 

Portfolio Cash Match

Learn about Portfolios Cash Match functionality.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

 

Portfolio Capital Gains Tax (CGT)

The purpose of this guide is to provide an overview of how to view the Realised and Unrealised CGT for a clients holding. 

Further information on Portfolio CGT here

 

Portfolio Settings 

The purpose of this guide is to provide an overview Portfolio Settings. Portfolio's is used to manage client investments, providing an audit trail for investment transactions.
 
Further information on Portfolio Settings here
 

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