What reports are available with Superhero?

by

Superhero Team

October 13th 2021 3 minute read

Superhero provides a number of Reports free of charge when you sign up for a trading account. These reports can be found in the Reports tab of your Superhero account via your web browser or mobile app.

  • Portfolio Valuation Report: Shows you all of your current holdings with a summary of the gains or losses on each holdings at the selected date.
  • Transaction Statement: Shows you all transactions on your account between the dates selected.
  • Cash Statement: Shows you all of the cash movements on your account between the dates selected.
  • Unrealised Gain Report: Shows you all of the unrealised (potential) gains and losses on your current holdings at the selected date.
  • Realised Gains Report: Shows your realised (traded) gains between the dates selected.
  • Realised Gains Detail Report: Shows you a detailed breakdown of your realised (traded) gains between the dates selected.
  • Fees & Expenses: Shows you all of the fees and expenses charged to your account between the selected dates. This does not include brokerage, which is capitalised and forms part of the cost base of your investments.
  • Income Report: Shows your dividends between the dates selected.
  • Attribution Managed Investment Trust Member Annual Statements: detailed information regarding dividends for exchange-traded funds (ETFs).