Highbrook Capital

Highbrook 3.0 is a complete redesign of the client portal. NEW • Market Watch — market levels and commentary published by the Highbrook desk each trading day. • Monthly Summary — a one-page recap of each month: beginning value, flows, market change, income received, and what we're watching next. • Document Vault — statements, letters, and reports in one secure place, available with your existing sign-in. • Account picker — switch between your accounts from anywhere, sortable by name, value, gain, or type. IMPROVED • Overview rebuilt around an interactive performance chart with selectable timeframes. • Portfolio adds Growth and Value views, a clearer asset-allocation breakdown, and a proper holdings table. • Transactions now show totals by activity type and clearer direction on every entry. • Income adds a month-by-month chart of income received over the trailing twelve months. • Hide Balances now conceals balances everywhere in the app. • Refined typography, color, and contrast throughout. Plus accuracy improvements, including realized gain/loss now correctly scoped to taxable accounts.