Performance Summary

Category : Advanced Reports
Description :
  • This report is composed of 4 report widgets.
  • The top left one shows the activities/transactions done for past 1 year from the report date.
  • The top right table shows the 10 largest securities in terms of market value and the % share of each security.
  • The bottom left table shows the account’s performance v/s benchmark indexes.
  • The bottom right pie chart shows the Asset Allocation % of the household.
Customizations possible:
  • The graphics can be changed to 2 or 3-dimensional bar charts.
  • The colors can match across the widgets.
  • The logos, colors of the bands and text as well as the titles, subtitles can be customized.
  • Additional components can be integrated and existing components can be replaced on request.

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