Portfolio Appraisal 4

Category : Appraisal Reports
Description :
  • 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.
Customizations possible:
  • The look and feel can be customized to match your firm.
  • The fonts, logo, lines, and colors can be customized.

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