RISK MONITORPROTOTYPE — SAMPLE DATA ONLY

Snapshot: 15 Jan 2024 09:45 EST

Filters:

Management Dashboard

Executive summary for management review. All data is sample/prototype only.

Total Firm NAV

$61.27M

Margin Utilisation

41.9%

Active Alerts

3

Accounts

8

Total NAV Trend

Margin Utilisation %

Top Concentration %