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Dynamic Portfolio Reporting

Available to all Oakleigh Wealth Management clients who own assets directly, via HIN or on a Platform (Macquarie Manager II, Macquarie Consolidator II, netwealth, BT Panorama, etc).

Reporting content includes;

  • Portfolio Summary Reports (holdings statement and asset allocations),

  • Performance

  • Transaction Statements (purchase/sale, dividends, interest),

  • Income/Dividend Reports (franked vs unfranked dividend),

  • Capital Gains reports,

  • Custom Watchlists (to follow stocks/assets not owned in your portfolio)