Sample Reports & Forms for STEX Portfolio Manager

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East to use Data Entry
Equity & Fund Data Entry
Dividend Reinvestment Data Entry
Put & Call Option Data Entry

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Current Status Report
Valuation in GICS Sectors
Performance
Portfolio Valuation

 
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Receipts & Payments
Dividends & Trust Distributions
Realised Capital Gains

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CFD Data Entry
CFD Status Report
Property Report