The Imagine Marketplace

Brokerage Report

Imagine Software, Inc

How useful would it be if you could quickly evaluate a history of brokerage fees over a given timeframe?

With the Brokerage Report app, you can aggregate all trades by broker ID and report brokerage fees over a specified time period. Simply input the portfolio name, start date, end date and base currency, and the app will swiftly produce two output data tables. The first table summarizes brokerage fees by broker for the year-to-date, while the second table displays a per-month breakdown for the selected time period. The app also produces a list of the security names associated with each holding evaluated.

Current users, click here for additional information on using Brokerage Report.