Latest release for July 2015 now available!

New features:

  • Users can now share and clone their customised views in Position Reporting.
  • Arbor standard reporting pack now available to all clients in the Reports tab.
  • Settle date preferences can be set by exchange.


  • System wide UI enhancements.
  • Liquidity calculations using absolute values.
  • Pre loading FX rates for currencies that are not held in the portfolio automatically, for faster cash level P&L.


  • Issue that some users have with filtering by account in the Tax Lots page is fixed.

See our concise and informative video for more explanation on this feature.

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