Category : Performance Reports
- 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.
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- 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.