Portfolio & Transaction Reporting

GlobalVest clients have access to a wide range of reports to guide portfolio management, transaction and performance analysis, risk assessment and more through the GlobalVest Client Center.

Trade Reports include:

  • Cash Activity
  • Trade Confirmations
  • Daily Trade Blotter
  • Data Download
  • Monthly Statement
  • Profit Loss Summary
  • Profit / Loss report
  • Trade Counter
  • Account Summary (including trade date / settlement date balances)
  • Comprehensive Report (shows all positions, equity, trade activity)
  • Trade Evaluator (breaks down performance by metrics)
  • Futures Data Download
  • Margin Calls
  • MoneyLine (for trade groups)
  • Real Time Position Tracker
  • Equity Run

DayTrading Stock Broker