Getting Started

2.5 Getting Started: The Summary Tab

On the main Tab Menu, the first tab is SUMMARY (or Home).

The Summary Tab

Clicking the Summary Tab at any time returns you to the opening screen:

The Summary Screen


and displays the following critical information about your Fund:

  • The total portfolio value
  • Distribution of investments (in both bar graph and pie graph format)
  • Asset Allocation (in table format)
  • Key financial distributions (Contributions, Pensions and Investment earnings Year to Date)
  • Sources of Funds (in both table and graph format)



about the author:

Lorraine Cobcroft

With a background in accounting and financial management, followed by two decades writing software documentation, Lorraine joined the Mclowd team in mid-2016 and is enjoying working with a dynamic team to enhance an innovative product that has the potential to revolutionize the way Australians manage their retirement funding.
Lorraine is also an accomplished business writer, ghost-writer, novelist and short-story writer and poet.

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