Understanding PortfolioCenter Performance Reports by Krisan Marotta | Nov 20, 2014 | Reporting Need help understanding the PortfolioCenter Performance Reports? Here are answers to some of the most common questions. Explain my Performance Report Explain the Report Columns Contributions & Withdrawals What should I send clients? Which report format Should I send tax reports? What is IRR? TWR vs IRR Positive Dollar Gain & Negative TWR Using an index Using Targets Make your reports eye-catching Adjusting Column Width Print a traditional report Print Presentation Studio report Need help? Related posts: How to adjust the columns on PortfolioCenter reports? Which PortfolioCenter reports should I send my clients? How often should I send performance reports? 7 ways to make your PortfolioCenter reports more eye catching Printing a Presentation Studio Report Which PortfolioCenter reports show the value drop is not my fault?
