Usage reports show you the best and worst securities in your practice in terms of assets and total returns, as well as the most actively traded securities. This data is updated every night, so the information on the reports will be as of the previous day.
The following table details what usage reports you can run on your practice and what each report tells you:
|
Usage Report |
# of Items |
Data Displayed |
|
Top Securities in Client Accounts |
10 |
Number of client accounts in which each security is held, total amount of client assets held in each security, and percentage of total assets each security constitutes. |
|
Top Securities in Prospect Accounts |
10 |
Number of prospect accounts in which each security is held, total amount of prospect assets held in each security, and percentage of total assets each security constitutes. |
|
Best Performing Securities in Practice YTD |
5 |
Highest total return year-to-date, total return one-month, total return three-month and total return one-year. |
|
Best Performing Securities in Practice 1 Month |
||
|
Best Performing Securities in Practice 3 Month |
||
|
Best Performing Securities in Practice 1 Year |
||
|
Worst Performing Securities in Practice YTD |
5 |
Lowest total return year-to-date, total return one-month, total return three-month and total return one-year. |
|
Worst Performing Securities in Practice 1 Month |
||
|
Worst Performing Securities in Practice 3 Month |
||
|
Worst Performing Securities in Practice 1 Year |
||
|
Most-Traded Securities |
10 |
Total number of trades, number of buys and number of sells. |
|
Most-Purchased Securities |
10 |
Number of buys and the average transactions per month. |
|
Most-Sold Securities |
10 |
Number of sells and the average transactions per month. |
|
Client Web Portal Usage |
5 |
Client name, action, details, date, advisor. |