Performance Reports

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[wpdm_package id=’1400′]

This report will display cumulative and annualized TWR for several time periods, including 3 yr, 5 yr, 10 yr.

Last Updated: 2017-01-25 – Exp. Date: 2018-01-31 Click for Demo

 [wpdm_package id=’1406′]

This variation on the TWR for Selected Time Periods report will display performance history for total account, asset class, sector, and benchmark. Responds to $rowX variables. Information button on report dialog box describes custom label setup.

Last Updated: 2016-08-09 – Exp. Date: 2017-07-31