Coppin and Partners Portfolio allows you to monitor your investments at any time. Through our secure website you can

• Monitor portfolio performance
• View portfolio valuation by security
• Review realised and unrealised CGT positions to proactively manage your CGT exposure
• View income received
• See your portfolio summary by asset class
• Determine estimated cash flow from future dividends

In addition to this you are able to conduct ‘What If’ analysis to determine the CGT consequences of transactions prior to transacting. This function will allow you to make an informed decision and may prevent you making a decision that has a negative impact on your portfolio.