- Full-featured Systems
- Real-time Data and Tracking
- Comprehensive Analytics
In today’s complex financial world, enhanced productivity and efficiency makes the difference for successful money managers and traders. The team at Shoreline Trading Group, LLC has spent years assisting in the development of a comprehensive reporting system that meets the demands of the most incisive and enterprising investment professionals. We have created a dynamic portfolio accounting system for the sophisticated analysis and management of post-trade data – from account appraisals and industry segmentation, to performance summaries versus benchmark indexes, monthly statements and tax statements. We can even help you streamline your account management by combining accounts at multiple clearing firms into one condensed reporting system.
As part of our prime brokerage and hedge fund services, The Shoreline Trading system offers more than 100 distinct reports and we are continually expanding this selection with new reporting formats and statements. Most of the reports and data captured within our system are easily exported into Excel spreadsheets for compatibility with any additional systems you may utilize. Shoreline automates the administration of your client accounts, so you can focus on trading rather than tracking.
STARS Reporting System
At Shoreline Trading, your comprehensive reporting choices include the accuracy and efficiency of STARS, a dynamic online portfolio accounting application that facilitates the real time analysis and reporting of transaction and performance data. Your reporting options include appraisal and transaction reports, management reporting, performance analysis, profit-and-loss statements and compliance reports, among others. For pre-defined reporting, you may choose the STARS Reporting Launchpad for the selection of regularly scheduled reports delivered automatically via email. Our STARS reporting solutions also enable consolidated reporting for multiple clearing arrangements.
With the comprehensive and customizable reporting options offered by STARS, you are well equipped with the fundamental data and analysis you need to make critical investment decisions that generate solid returns.
Los Angeles
310-536-8670Santa Monica
310-573-8511New York
212-201-3600
