Category : Advanced Reports
- 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.
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- 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.