Instructions
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Created On: .

Sharing

Execute Strategy

Execute and Automate Strategy








Select Benchmarks to apply to the Portfolio:

Add Benchmark:

Applied Benchmarks:



Start date:


End date:

Select P&L chart type:
Historical Allocations


Portfolio Panel

  • Portfolio Visualization
  • Profit and Loss
  • Benchmark Statistics
  • Your Diversification Dashboard
  • Performance Position Chart
  • Rolling Allocation Chart
  • Performance Metrics
  • Allocation Chart
  • Risk and Return Chart
  • Diversification Sources
  • Position Performance Metrics
  • Positions
  • Return Report
  • Correlation Matrix Report

Portfolio Visualization

Profit and Loss



Benchmark Statistics



Your Diversification Dashboard

Fiduciary Diversification
()
Systematic Diversification
( )
Idiosyncratic Diversification
()






PERFORMANCE METRICS

  • Performance Ratios
  • Returns
  • Risk




Diversification Sources



Position Performance Metrics

  • Performance Ratios
  • Risk

Positions

  • Initial Date
  • End Date


Return Report

  • Portfolio Observation Period
  • Calendar
  • Trailing

* all returns are reported as annualized unless under one year

Correlation Matrix Report

Important Disclosures

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