Combined Security Transactions by

Settle Date

 

 

Investment Analytics, Inc

On an as needed basis, we are able to combine accounts for any of our schedules.  This can be a useful tool in situations that require analyzing related accounts, such as an entire family’s accounts or if an individual has multiple accounts.  In our sample reports, we have combined a trust account with an IRA account to produce these reports.  There is no limit to the number of accounts that we can combine.  Please click on a picture below to view a report.  Descriptions of the report are available on the Standard Reports  and Supplemental Reports pages.

Combined Profit/Loss Summary

Combined Security Profit/Loss

Summary

Combined Monthly Profit/Loss Summary

Combined Reports

Combined Security Profit/Loss Summary by Sector

Combined Sector Profit/Loss Summary

Combined Monthly Purchases/Sales Activity by Settle Date

Combined Monthly Purchases/Sales Summary

Combined Cost of Equity

Combined Turnover

Combined Monthly Cash Activity

Combined Alternative Investment Comparison

Combined Cumulative Profit/Loss Chart

Combined Monthly Purchases by Sector

 

Combined Sector Allocation Chart

Combined Total Purchases by Sector