How to Add Risk Profiles to Reports

Risk Profile metrics can be incorporated into both Overview and Comparison reports. Two modules are available for this purpose: Risk Profile Key Stats and Risk Profile Risk/Reward Scatter Plot.

To view this data, follow the steps below:

1. Head to Report Builder.
2. Either create a new report or open a saved report to edit.
3. Select the Page Editor icon.
4. In the module search bar, enter 'Risk Profile'.
5. Locate the appropriate module, then drag and drop it onto the desired section of the page.

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