What is the Report Builder Tool?

The report builder allows you to create custom reports on the fly. The tool offers 30+ report modules covering returns, risk, allocations, exposures, holdings breakdowns, and more. These reports will be utilized for securities and model portfolios. Please keep in mind that our reports are not able to be generated for individual stocks.

We have three different types of reports that you can create: 

Overview Report

• This report type allows you to look into only one security/portfolio.

Comparison Report

• This report allows you to create a head to head comparison between 2 securities/portfolios

Multi-Fund Comparison Report

• This report type allows you to compare up to 3-6 securities/portfolios.