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Overview


Lowry Hill offers you a secure and robust Website for reviewing your portfolios.  The Website was designed with our clients' needs in mind and contains many of their requested features.

Some of these features include:

  • Customizable views of account holdings
  • Intraday updates of account holdings based on 20-minute lagged quotes
  • An historical archive of Appraisal Reports
  • Enhanced stock analysis tools

Detailed Information and Screen Shots


Overview

The Overview page shows the following summary information:

  • A summary of your portfolio holdings
  • Today's market index values and charts
  • The most recently prepared reports
  • Recent market news headlines

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Portfolios

The Portfolios page details the portfolio holdings merged with 20-minute lagged quotes (for U.S. equities).  You can mix and match the reporting criteria to create custom views using the following options:



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Markets

Using the Markets page, a client can view current news and information about the stock markets, including:

  • An overview of U.S. market activity
  • A summary of the leading U.S. index values
  • A list of the 25 most active U.S. stocks
  • A list of the 10 gainers and losers


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Stocks

The Stocks page is the perfect source for detailed information about specific domestic equities.  Data provided includes:

  • A company overview
  • Quick quote information (with a 20-minute lag)
  • Financial statistics about the issuing company
  • Charts depicting a stock’s value fluctuation and other customizable details

 



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