Fees | ||
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Where
you are trying to go — Investment Planning:
Investor's
CalcStation | How
you are going to get there — Portfolio
Management: Investor's
WorkStation | How
well you have done — Modified Dietz Performance
Calculator: PerfCalc
| What you need to think about, know, do, have, use,
forget, and avoid — Investing Principles
and Perspectives: In
My Opinion | Home
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Us | Free
30-Day Software Trials | Prices/Order
When a print icon is clicked — @ individual accounts or @ Load — to retrieve, view, and print the Portfolio Performance — Combined Summary report with the option to print the individual underlying reports, there is an option to print 'No Fees' or 'Normal' reports. If fees were entered in the analysis range to be calculated, a 'Normal' report includes fees (net of fees) and a 'No Fees' report excludes fees (gross of fees).
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