Reference

Raw data.

Which asset class? Every table exports to CSV.

Private capital

AIF & PE

Every capital call, distribution, TDS row and manager valuation since inception, fund by fund, with running net.

11 funds · 619 rows
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Listed equity

Portfolio management service

Holding statement, full transaction history and the FIFO capital gains statement, with fees shown per trade.

19 holdings · 832 transactions
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Reference2 asset classesGenerated 02 Sep 2026