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

Keep in mind that the easiest way to batch and print reports is to use Load/Global Analysis Recalc.

Assuming you have entered dated data @ individual portfolios and saved the calculation methodology for each portfolio:

• Select From/To dates @ Recalc.
  • Date range options are determined by Market Value entries entered @ individual portfolios.
• Select the portfolios to be included in the combined report selected, global
• Click on Calculate.
  • Which changes the analysis range set @ individual portfolios.
• Click on the print icon
• Check 'Print Individual Detail Reports.'
• Print.