Making investment success visible: The Düsseldorf online broker CapTrader has concluded an exclusive software license agreement with Erik Tobias Naaßner and Albert Hase GbR. The aim of this cooperation is to offer private customers resident in Germany a completely new service: a free, detailed Annual summary of realized gains and losses.
Financial performance at a glance
Many investors face the challenge of accurately tracking their performance across different asset classes - especially when transactions take place in different currencies. The new performance report solves this problem. All returns are automatically converted into the base currency Euro converted and clearly structured. Customers receive a breakdown by asset class (shares, options, futures, etc.), which enables them to evaluate their strategies objectively.
A valuable tool for your own overview
Albert Hase, Project Manager at CapTrader, emphasizes the benefits of the solution: „The aim is to provide our customers with a clear and understandable presentation of their realized gains and losses. This report serves as a helpful source of information to get a better overview of your financial situation.“ The report is expressly intended as an information tool that saves investors from having to do manual calculations and massively increases transparency in the portfolio.
Easy access in the exclusive Plus area
The Service is extremely straightforward for customers. The Performance report is created in the second quarter of each calendar year (for the previous year). As soon as the document is available, customers are notified and can download the report in the protected Plus area on the website www.captrader.com. CapTrader also provides detailed explanations of the categories used online for better classification of the data.
Conclusion
With the introduction of the automated Performance reports CapTrader once again underlines its claim to technological leadership and excellent customer service. It is another building block that makes complex international trading easier and more controllable for private investors. Anyone who wants to manage their portfolio professionally will find this new report an indispensable tool.