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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?
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