Getting Started

2.5 Getting Started: The Summary Tab

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

TabMenu_Summaryselected

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

Opening 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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