Understanding PortfolioCenter Performance Reports by Krisan Marotta | Nov 20, 2014 | KBO, 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: Which PortfolioCenter performance report format should I use? What do the columns mean on PortfolioCenter performance reports? Which PortfolioCenter reports should I send my clients? How often should I send performance reports? How to adjust the columns on PortfolioCenter reports? Explain my PortfolioCenter Performance report
