Private client portal
Your wealth,measured precisely.
The TradersHub Wealth Management client dashboard consolidates portfolios, fund research, performance attribution and statements into a single private view — updated with every NAV.
- Assets under advice
- $2.2M
- Funds researched
- 8
- Client accounts
- 3
Everything in the portal
Six views, one source of truth
Portfolio view
Holdings, asset allocation, gains and every transaction in one consolidated statement.
Open 01Fund comparison
Screen the fund universe and compare up to three strategies side by side.
Open 02Fact sheets
NAV history, top holdings, expense ratio, benchmark and manager commentary.
Open 03Performance tracking
Monthly portfolio value against a blended benchmark with drawdown context.
Open 04Investment reports
Quarterly statements, capital gains and tax documents, ready to print or save as PDF.
Open 05Market news
Curated research and market moves, linked to the funds you actually hold.
Open 06
