• View total portfolio and individual program performance in an attractive, easy-to-read, professional format
  • View daily, monthly, year-to-date time frames for most reports
  • Complete historical access of data—day, month, year views by CTA and total portfolio
  • Dynamically generated charting of VAMI and other data
  • Date search function for viewing past data by date, month, and year
  • View margin, drawdown and management and performance fees across all accounts
  • Mobile access—dashboard reporting specially formatted for smart phones
  • Fees reporting—professionally formatted, printer friendly report containing all fees for tax purposes on demand



Transparency is everything when it comes to your managed futures investments, particularly in the fast-moving markets favored by managed futures commodity trading advisors. Portfolio Viewer™ presents your managed futures investment portfolio in a clear, easy-to-understand format that is updated daily—straight from your statement data—and accessible anywhere.