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Detailed Report (PortfolioAnalyst)

Trading Term

A basic report type in PortfolioAnalyst, the detailed report feature allows users to generate and download a multi-page report with any combination of specialized individual report pages, including comparisons to industry benchmarks and custom benchmarks, for a variety of performance analyses. Detailed reports may be downloaded as either PDF or CSV files. See also: PortfolioAnalyst; snapshot report.

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