Reports

Performance History

Category : Historical Reports
Description :
  • This report shows 2 line charts, the market value compared to and Performance history for net of fees.
  • The Contributions/Withdrawals chart shows the account valuation against the flows, the Y axis denote the market value in thousands and X axis denote the date range.
  • The performance History Net of fees shows the performance of a portfolio v/s various indexes like S&P 500, MSCI EAFE Index, 90 Day T-Bill, etc.
Customizations possible:
  • The look and feel can be customized to match your firm.
  • The performance data can be modified to include other indexes on request.
  • The graphics can be changed to 2 or 3-dimensional charts.
  • The fonts, lines, and colors can be customized.


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