Category : Performance Reports
- This report consists of 2 widgets, i.e. Asset Allocation Summary and Portfolio Holdings.
- The Asset allocation summary shows the performance of the asset classes in a prtfolio v/s the targets set.
- The Portfolio holdings are shown which are grouped by the Asset Class.
- The Performance history for various periods like, quarterly, 1 year, 3 year, 5 year and 10 year.
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- The graphics can be changed to 2 or 3-dimensional bar charts.
- 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.