Question 1

How far back can I upload historical data in PortfolioAnalyst?

Accepted Answer

The PortfolioAnalyst does not have a limit or maximum date range from December 31, 2008 onward…

Question 2

What is the maximum date range for creating a custom PortfolioAnalyst report?

Accepted Answer

The maximum custom date range may include a start date as early as January 2, 2009 and an end date as late as the prior day's close.

Additional Information…

Question 3

Is there a limit or maximum date range to the time period I can review in PortfolioAnalyst?

Accepted Answer

There is no limit or maximum date range from December 31, 2008 onward within Portfolio Analyst…

Question 4

Can you compare different time periods in PortfolioAnalyst?

Accepted Answer

No. You can only view one period at a time within PortfolioAnalyst…