AGQ Consulting – Your Portfolio at a Glance AGQ Consulting provides a secure, intuitive way to monitor and analyze your financial portfolio. Designed with clarity and convenience in mind, this app gives you real-time visibility into your assets and transactions—helping you stay informed, organized, and confident about your investments. Key Features • Unified Dashboard: See a consolidated view of your total assets across personal, company, or IRA accounts, all in one place. Quickly assess balances and year-to-date (YTD) performance at a glance. • Detailed Analytics: Track your portfolio’s growth over time with interactive charts and graphs. Easily visualize allocations by account type to understand where your assets are concentrated. • Transaction History: Stay up to date on all account activity, including deposits, withdrawals, and profit entries. Effortlessly filter and sort transactions to find exactly what you need. • Connected Users: Manage multiple user profiles from a single login. Quickly switch between different family members’ or business entities’ accounts to keep every portfolio in sync. • Document Management: Access important statements and documents anytime. Receive notifications when new statements are posted and review them at your convenience. • Robust Security: Protect your personal information with industry-leading security protocols. AGQ Consulting ensures only authorized users have access to sensitive financial data. • Real-Time Notifications: Get instant alerts about new statements, account updates, or portfolio changes. Customize your notification settings to stay informed about the activities that matter most.
