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DECAF Takeaway

Overview​

DECAF Takeaway is the mobile frontend to your DECAF Instance. It gives you quick access to:

  1. The list of your portfolios with last persisted valuation, and
  2. The latest valuation of a chosen portfolio with its current holdings and accounting accruals.

Most DECAF frontends are designed for specific DECAF user roles in mind. DECAF Takeaway is more inclusive: You can invite all your colleagues or even your clients to use DECAF Takeaway.

This mobile application requires authorized credentials to a DECAF Instance provisioned for production purposes. Users of this application are prompted for (a) the base URL of a DECAF Instance, (b) username of an active system user on this DECAF Instance, and (c) password of the user associated with the username.

Features​

  • Based on yesterday's (or most recent) re-valuations:
    • List your portfolios with latest persisted valuations
    • View NAV/AuM/performance evolution of your portfolio over time
  • Based on latest, live information:
    • Dive into your holdings, zoom into your asset classes
    • Check your accounting accruals
    • Sift through your trades and transactions
    • View security price moves

Download​

Download DECAF Takeaway from the App Store or Google Play.

Download on the App Store

Get it on Google Play

Get it on Google Play

Usage Guide​

Connecting to a DECAF Instance​

When you first launch the application, you will be prompted to enter the server URL of a DECAF Instance.

This is the base URL of the DECAF Instance, e.g. telosinvest.decafhub.com:

Server URL

Signing In​

After you have entered the server URL, you will be redirected to the login screen. Enter your username and password to login:

Login

Now you are ready to use DECAF Takeaway.

Contact and Feedback​

We welcome all your feedback, suggestions, and bug reports: info@teloscube.com