Reporting on your portfolio
Reporting on your portfolio can be done in multiple ways. FOLIO provides reporting at an Asset Class Level and at a Holdings level if you want to look a...
Tue, 13 Oct, 2020 at 7:23 PM
Reporting on Asset Allocation can be found within the Portfolio Reporting section. This shows the monthly performance of your portfolio when benchmarked...
Tue, 13 Oct, 2020 at 7:27 PM
Within the Portfolio Reporting app, you can see two additional dashboards:
Tue, 13 Oct, 2020 at 7:30 PM