This app is only for clients of Bond Capital Partners Pte Ltd and offers them the following features:
- Wealth overview which provides a dashboard with investment, accounts and performance summary
- Portfolio holdings access with drill down capability of portfolio, asset class, security, unrealised gains and lot wise positions with IRR on open positions.
- Portfolio performance analysis across different time periods with time series of graphs, IRR at portfolio, asset class and security level
- Asset Allocation with charts
- Investment Transaction history