Private Passport's Investments provides high-level and detailed information on your assets through a combination of charts, graphs and tables. You can view the information for a single account, or for a consolidation of accounts. The Investments views within Private Passport include:
At A Glance - displays high level valuation information for accounts and consolidations, as of the previous business day and compared to a prior month end.
Holdings Overview - provides the ability to view asset allocation, equity sector allocation and top 20 holdings at a high level, as well as drill down to view detailed holdings information.
Holdings - provides all of the detailed asset level information for a portfolio and allows you to navigate to detailed tax lot information.
Investment Activity - displays all transactions that have occurred within a portfolio. The list can be displayed to view all transactions, or can be narrowed to specific transaction types and other criteria.
Gain/Loss - provides you with a quick means to review key realized (capital) and unrealized gain/loss activity within a portfolio and allows you to see the specific tax lot information associated with a gain or loss.
These are all accessible via the "Investments" top-level navigation.