Charts

Fund balance trends chart

Cashflow view

The Cashflow view shows the Fund Balance over the selected time period. Use the checkboxes below the chart to include or exclude Credit and Debit activity .

Currency exposure view

The Currency Exposure view shows how your total balance is distributed across currencies over time. The three currencies with the highest total balances are displayed individually, while all remaining currencies are combined into Other.

Use the checkboxes below the chart to include or exclude currencies, or adjust their display order.

Fund allocation pie chart

Currency view

The Currency view shows a percentage of total funds allocated to each currency. The five currencies with the highest balances are displayed individually, while all remaining currencies are grouped into Other.

Hover over a segment to view the total balance and number of accounts.

Account type view

Switch to the Account type view to see how funds are allocated across different account types:

• Standard
• Funding
• FCP (Lloyd's marketplace related)

For more information about account types, see Account types.

Payment chart

The Payment chart shows payment activity across all accounts for the selected time period and in the display currency.

The line represents total payment value over time.

The bars show payment volume grouped by payment value bands. The above chart displays the payment value bands in the following order:

Use the checkboxes below the chart to include or exclude payment value bands, or adjust their display order. This will update both the payment value line and payment volume bars.

Hover over the chart to view the total payment value and a breakdown of payment volumes for the selected time period.

Top TPA chart

The Top TPA chart displays the five TPAs with the highest delegated fund balances.

The TPA with the highest delegated fund balance is highlighted above the chart, together with its current fund balance, number of standard accounts, and average runway.

For each TPA, the chart shows:

• Current fund balance
• Number of accounts, grouped by account type
• Average runway across standard accounts over the last three months

Hover over each bar to see the value.