Can I create a custom report in PortfolioAnalyst?

CREATE CUSTOM REPORT

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

1. Log in to Client Portal
2. Click the Performance & Reports menu followed by Reports under PortfolioAnalyst
3. Scroll to the Custom Reports section
4. Click on the Create ("+") icon located in the Custom Reports section
5. On the Create Custom Report page, you will be prompted to name your customer report, select a Time Period and Frequency (e.g., daily, monthly, quarterly) after which you will be prompted to specify the starting and ending date for the report using the calendar entry tool
6. The starting date may be set to the earliest of account inception or January 2, 2009
7. The ending date may be set to any date between the starting date and prior day’s close
8. Define the report Frequency and Format using the drop down menus
9. After configuring the remaining report settings (e.g., Report Type, Format, Performance Measure, Report Pages), click the Continue and then Create buttons.

The report may then be accessed from the main PortfolioAnalyst page under the section of the screen titled Reports.

Please Note

• If you elect to include data from external accounts in your custom report, the data included will be limited to that provide by the external source.

Additional Information

• Traders' Academy PortfolioAnalyst Reports 
• Create a New Custom Report in our Users' Guide.