Portfolio Reports

There are a number of reports that can be created for your portfolio directly from the Portfolio Builder as well as from other parts of Analytics. These include:

• Short Scan.
• Medium Scan.
• Long Scan.
• Holdings Summary Factsheets – Single page summary factsheet of funds held within your portfolio.
• Historical Holdings Summary – an exportable summary table of historic entries made into your portfolio (only available with the historic portfolio module).
• Portfolio Comparison – explained in more detail below.

You can create any of these reports by going to the 'Report' menu option in the Portfolio Builder.