Equity Portfolio Overview
Category : Advanced Reports
- This report is composed of 4 report widgets.
- The top left one shows the geographical exposure of the portfolio.
- The top right pie chart shows the geographical exposure in graphical form.
- The middle section shows the sector diversification in tabular and graphical form.
- The bottom left table show the Weighted Average for the portfolio.
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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 geographical exposure and sectors.
- The colors can match across the widgets.
- The logos, colors of the bands and text as well as the titles, subtitles can be customized.