PortfolioAnalyst lets you analyze the performance of your account portfolio online by creating and saving customizable presentation-ready PDF reports based on a set of measurement criteria and optionally comparing the data to selected industry benchmarks. Once you create and save reports, you can run, edit or delete them. You access PortfolioAnalyst from the Reports menu in Account Management.
PortfolioAnalyst lets you create the following types of reports:
This report is a presentation-ready PDF report that lets you select a time period, a performance measure, accounts (if you are a master acccount user with client/sub accounts), and optional report sections including a comparison of your account data to selected industry benchmarks. Institutional accounts can create, save and add a synopsis to a report to communicate important information about the analysis results.
This 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 Comprehensive Snapshot gives you a downloadable and printable summary of an account's performance and is suitable for presentation to advisor and broker clients. Institutional accounts can create, save and add a synopsis to a report to communicate important information about the analysis results.