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PerfCalc Story in an Instant.jpg: Individual Portfolio Performance Report

Enter account information @ the Account Detail tab for a new portfolio.

Select account type from list or type in an account type.

Add the balance of account information to the extent desired.

Information will appear on the Portfolio Performance Calculator Report.

Load to retrieve saved account.

Save to store portfolio information.

The Printer icon to the right of Save is used to print the portfolio performance analysis for the user selected time period.

Click on Report Settings to add one of two report headings.

Option 1: Company Name and Prepared by:

Option 2: Individual Name, Company Name, and Address (four line max.).

Click Back when done.

Click on Report Setting to modify.

Enter Global Benchmark information.

Benchmark will appear @ all reports; individual and combined.

To import a single Text (tab delimited)(*.txt) file that contains data for all accounts from Excel to PerfCalc and to distribute all data by account number, select Import Data.