Reports

Report 2

Category : Performance Reports
Description :
  • 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.
Customizations possible:
  • 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.


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