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How To Send Detail Interactive Brokers Investment Reports to Your Email (PortfolioAnalyst)
By Investment Moats  •  July 31, 2022
Measuring the performance of your investments can be a big headache for some of you. This is because most financial institutions don’t help you accurately compute the returns of the investments you have with them. Many private bank statements only show you simple returns, which is the gain on the cost of your investments with them. Some financial institutions cannot even compute the cost of your investments correctly! Although you pay good money to a private bank for the assortment of banking services, aggregating accounts that are not with them to have a holistic financial view is not one of the services provided. Sometimes, we have difficulty reviewing prospects or clients’ investments with other banks because the investments were separated in disparate accounts, and there were no overall money-weighted or time-weighted returns (Find out the difference between money-wegithed and time-weighted returns)....
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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