Quarterly Previous Year

Category : Performance Reports
Description :
  • This report displays historical performance of portfolio and its indexes for last 4 quarters of last year based on selected date.
Customizations possible:
  • The sample report shows the returns for 2 index, however other index returns can be displayed on request.
  • The graphics can be changed to 2 or 3-dimensional bar charts.
  • The look and feel can be changed to make the report more attractive.

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