Reports

Portfolio Summary 2

Category : Portfolio Summary
Description :
  • 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.
Customizations possible:
  • 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.


Back to Reports
Back-To-Top