The Snapshot is a one-page report that displays graphs and charts representing an account's return, Net Asset Value (NAV), asset allocation and distribution of returns. The Snapshot gives you a downloadable and printable summary of an account’s performance and is suitable for presentation to advisor and broker clients. Optionally, you can include a benchmark comparison to compare your own performance against an industry standard benchmark or your own custom benchmark…

CREATE CUSTOM REPORT

Use the button above or follow the below procedure to create a custom date range PortfolioAnalyst report:…

Once you have configured an alias, navigate to the PortfolioAnalyst report page, create a custom report, and click "Replace Account ID with Account Alias? Yes"…

PortfolioAnalyst supports PDF and CSV file formats. Default and custom PortfolioAnalyst detailed reports may be generated in both PDF or CSV format. Snapshot reports are only available in PDF format. …

All default reports may be configured for delivery. Custom reports with running time periods (MTD, YTD, and Since Inception) may be configured for automatic delivery. …

The Detailed report is a multiple-page report that includes any combination of specialized individual report pages, including comparisons to 164+ industry benchmarks, for a variety of performance analyses.

Additional Information…

The PortfolioAnalyst now offers account level performance with long/short breakout within the Time Period and Cumulative Performance Statistics reports. Please note, this breakout is supported for custom reports only. To add long/short to the report, select Time Period and/or Cumulative Performance Statistics and you will be asked to include long and short breakout by selecting Yes/No on the following page. …

Yes, please see our report samples, which include the various default and custom report sections offered within PortfolioAnalyst reports…