Portfolio Reporting

Automated. Data-driven. And quantitative. Equity insight mapped from our data sources to your portfolios and watchlists.

Market behavior.
Off-exchange activity and inaccessible liquidity.
Earnings estimates and post-earnings drift classifications.
News and news sentiment.
ESG impact.
Performance.

Data providers: Util, FINRA, Brain, Estimize

As seen on the Broadridge NYFIX portal.

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