Reports

Performance Weighted Total Return

Category : Historical Reports
Description :
  • This report shows the historical market value of the portfolio over a period of time.
  • The report also show the index market value highlighted in Green color for same period of time.
  • The Y axis show the amounts in thousands and X axis show the distribution for each year.
Customizations possible:
  • The look and feel can be customized to match your firm.
  • The graphics can be changed to 2 or 3-dimensional charts.
  • The fonts, lines, and colors can be customized.


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