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Simple Charts ACTIVE
Basic pie charts, bar charts, and line graphs for clear portfolio data visualization and reporting.
12 Chart Types
847 Charts Created
0.8s Load Time
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Performance Graphs LIVE DATA
Time-series charts showing portfolio performance trends, returns analysis, and benchmark comparisons over time.
+12.8% YTD Performance
+2.4% vs Benchmark
5Y Max History
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Allocation Wheels REVIEW
Interactive pie charts and donut wheels showing asset allocation, diversification, and portfolio composition.
58% Equity Allocation
3.2% Drift from Target
12 Asset Classes
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Trend Indicators POSITIVE
Simple up/down indicators and trend arrows for key performance metrics and portfolio changes.
18 Positive Trends
3 Negative Trends
24 Total Indicators
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Color-Coded Alerts 2 ACTIVE
Visual indicators and color-coded alerts for important thresholds, risk levels, and portfolio warnings.
16 Green Status
3 Yellow Warnings
2 Red Alerts
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Interactive Visualizations TOUCH ENABLED
Touch-enabled charts with zoom, filter, and overlay capabilities for detailed data exploration.
8 Interactive Charts
95% Touch Response
6 Filter Options