Portfolio Summary 2
Category : Portfolio Summary
- Upper portion of report displays portfolio's performance for a specific time interval for quarter, one year, 5 years and so on.
- It calculates an internal rate of return for the time period.
- The line chart displays historical portfolio values of asset classes for the selected portfolio.
- The Bar-Chart shows the investment gain details of the particular portfolio.
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- The graphics can be changed to 2 or 3-dimensional pie charts, 2 or 3-dimensional bar charts.
- The colors of the charts can be assigned by sectors.
- The colors can match across the widgets.
- The legend can be customized to show on the left, right, top or bottom and with or without a box enclosure.
- The logos, colors of the bands and text as well as the titles, subtitles can be customized.