Consolidated Financial Summary 2
Category : Advanced Reports
- This report is composed of 4 report widgets.
- The top left one shows change in Market value since inception till the current quarter end for all accounts and the Standard Deviation Sharpe Ratio.
- The top right chart displays past 10-year performance Asset class wise for the consolidated account.
- The bottom table shows the Performance history by Asset class for each year since inception.
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- The graphics can be changed to 2 or 3-dimensional bar charts.
- The colors of the charts can be assigned by Asset Class.
- The colors can match across the widgets.
- The logos, colors of the bands and text as well as the titles, subtitles can be customized.