Reports

Portfolio Summary 3

Category : Portfolio Summary
Description :
  • This portfolio summary report is in a tabular form showing details of portfolio and grouped at security type level.
  • The table provide information on each security's cost, market value, % share of the security in the portfolio, the current yeild and Est. Annual Income by formaula: (Market Value * Current Yield %)
Customizations possible:
  • New columns can be added or edited as required to match your firm.
  • The report can be modified into landscape or portrait mode.
  • The look and feel can be changed to make the report more attractive.


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