Portfolio Appraisal 4
Category : Appraisal Reports
- This report shows the appraisal summary for an account as of particular date.
- The Unrealized Gains and Losses and % Gains and Losses are also displayed.
- Market valuation of all the holding for each account is displayed with the %share and the yield.
- This report shows the Unit Cost and the Total Cost for each holding.
- The securities are grouped by their asset classes.
Back to Reports
- The look and feel can be customized to match your firm.
- The fonts, logo, lines, and colors can be customized.