The portfolio listing provides a high level summary of your entire book and provides the values, cash flows and returns for the particular month
Step 1 : Log into www.clientreporting.co.za
Step 2 : Click on "Download Listing" on the banner on the left hand side
Step 3 : You will be directed to the Listing page. Click on "Generate" to generate the report
Step 4 : Click on "Download" to download the report
It is important to note that you need to request this report once off from Seed Analytics should you wish to generate this report monthly.