Year To Date

Category : Performance Reports
Description :
  • This report consists of various widgets.
  • The investment policy summary section provides an overview of the strategy.
  • The performance summary shows the portfolio's performance v/s the benchmark for various periods.
  • The report also shows the expected range of returns for a certain benchmark.
  • The composition of the benchmark index is shown with the returns for various periods.
  • On the right hand side, the Portfolio holdings are shown which are grouped by the Asset Class
  • At the botton of the page, the cash flow summary is displayed.
Customizations possible:
  • The number of widgets can be managed easily.
  • The colors can match across the widgets.
  • The report can be modified into landscape or portrait mode.
  • The look and feel can be changed to make the report more attractive.

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