Analyze the performance of your portfolio online by creating and saving customizable presentation-ready PDF reports.
Create and save reports based on a set of measurement criteria and optionally compare the data to selected industry benchmarks.
Create single-page snapshot PDF reports or multiple-page Detailed PDF reports . Detailed reports can contain one or more analyses, including allocation by sector or asset class, time period or cumulative performance, risk measures, and more.
Use the Performance Attribution report to explain differences between your portfolio and the S&P 500 Index due to asset allocation and/or return deviations from the index.