Sample Reports

Simple Invest puts you in control of your assets. Through its unique single entry data input system, categorisation of assets and sophisticated reports, you can see your complete financial position in an instant.

Simple Invest will prepare a host of asset and investment reports showing market and cost values, income summaries and even a Statement of Assets and Liabilities.

Here are a few samples... (PDF)

• Statement of Assets and Liabilities
• Asset Summary Report
• Asset Change Report
• Asset Summary Pie Chart
• Asset Strategy Comparison Report
• Stock Alerts Report
• Account Balance List
• Profit and Loss on Disposal of Asset

If you would like to learn more about Simple Invest, contact the BGL Sales and Marketing Team by email at info@bglcorp.com.au or call us on 1300 654 401.