What kind of reporting capabilities does WebPortfolio have, and how do I run reports?
From within WebPortfolio Advisor, you can print a list of all of your clients by clicking the File dropdown menu, and selecting Print. From within WebPortfolio Investor, you can print a variety of reports pertaining to that specific client’s data: • Asset Allocation Composite • Asset Allocation Detail • Change in Investment Value • Net Worth Allocation • Net Worth Detail • Portfolio Holding Appraisal • Risk & Return • Summary • Transactions Most reports can be run at various levels (portfolio, account, or holding), over user-defined time periods, and can optionally include previously archived information. To run reports in WebPortfolio Investor, press the small printer icon (shown below) found in the lower right bar of WebPortfolio. This allows you to view, print, and save reports.
