Reports

Consolidated Financial Summary 2

Category : Advanced Reports
Description :
  • 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.
Customizations possible:
  • 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.


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