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

Click on Load.

• Use the select/deselect option by clicking on the 'Box' to the left of Account Number for all accounts and by selecting and deselecting individual accounts by clicking on them @ the X.
• Remember 'Headers' (Account Number, Account Type, and Portfolio Name -- best with last name first @ account entry) may be clicked on to sort by header title.
• Click on Calculate.

Note: I you want to create a combined report using different MV dates for all accounts within an analysis range, don't click on Recalc.

• Simply enter and save the analysis ranges @ each account, select the accounts to be used in the combined report, and click on the Print icon.