DECAF Takeaway
Overview
DECAF Takeaway is the mobile frontend to your DECAF Instance. It gives you quick access to:
- The list of your portfolios with last persisted valuation, and
- 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.
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
:
Signing In
After you have entered the server URL, you will be redirected to the login screen. Enter your username and password to login:
Now you are ready to use DECAF Takeaway.
Contact and Feedback
We welcome all your feedback, suggestions, and bug reports: info@teloscube.com