How do I change the benchmarks used in default reports for PortfolioAnalyst?

SPXTR, EFA, and VT are our default benchmarks and are the only benchmarks that are used in the default reports within the PortfolioAnalyst. To use additional benchmarks, please create a custom report.

Default Benchmarks

  • SPXTR - S&P 500 TR Index
  • EFA - iShares MSCI EAFE Index
  • VT - Vanguard Total World Stock Index ETF
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Can I create a custom report in PortfolioAnalyst?
How do I configure the delivery settings of my PortfolioAnalyst reports?
What are the supported file formats for PortfolioAnalyst reports?
Is there PortfolioAnalyst report samples?