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The Morning CoreAnnouncementsPowered by WealthView · Tamarac
WealthView by Tamarac is PVI's institutional performance reporting portal — the same platform used by top advisory firms nationwide. It delivers transparent, detailed reporting on your portfolio's performance, risk, and manager due diligence across all custodians.
Tamarac's WealthView portal delivers the kind of performance reporting traditionally reserved for institutional investors. PVI uses it to give every client access to clear, comprehensive data on returns, risk, and portfolio composition — across all custodians, in one view.
View time-weighted and dollar-weighted returns across all accounts, with benchmarking and attribution analysis that shows what's driving your results.
A full breakdown of every security, asset class, and sector across your consolidated portfolio — updated daily from all custodians.
Download statements, gain/loss reports, and year-end tax documents across all accounts in one place, organized by account and date.
Whether you hold accounts at Schwab, Altruist, or elsewhere, Tamarac consolidates everything into one comprehensive report.
Standard deviation, beta, Sharpe ratio, and other risk metrics presented clearly alongside performance — so you understand not just returns, but how they were achieved.
PVI uses Tamarac to provide transparent reporting on investment manager performance, fees, and risk — so you can see exactly how each component of your portfolio is performing.
WealthView delivers institutional-grade performance reporting tailored to your portfolio. See time-weighted returns by account, asset class, and manager — with clear benchmarking so you always know how you're doing relative to your targets.
See your complete holdings and asset allocation across every account — equities, fixed income, alternatives, and cash — consolidated into a single view regardless of where the assets are held.
The WealthView mobile app gives you on-the-go access to your full portfolio dashboard, asset allocation, performance data, and holdings — all synced in real time from your Tamarac portal.
Open WealthView →
Your Pine Valley advisor sets up your WealthView access as part of your client onboarding. Reach out and we'll get you connected to your performance reporting portal.