Harbour Asset Management

Harbour Asset Management puts your investment portfolio in your pocket. Designed exclusively for Harbour Asset Management clients, this app gives you secure, real-time access to your investment information — anywhere, anytime. TRACK YOUR PORTFOLIO See your total balance, earnings since inception, and performance across all your portfolios at a glance. Drill into individual funds to understand exactly how your money is invested. UNDERSTAND YOUR RETURNS View annualised, money-weighted returns after fees, with clear breakdowns by time period so you can see how your investments are tracking over time. REVIEW TRANSACTIONS Browse your full transaction history — contributions, withdrawals, switches and more — with filters for portfolio, fund, date range, type and status. EXPLORE YOUR ASSET ALLOCATION See exactly how your portfolio is spread across asset classes, with clear visual breakdowns to…