Reports can be downloaded from Visualizer under Reports > Generate Reports.

Below is a list of the report types that are currently available:

1. Asset Allocation - Doughnut Charts
2. Cashflows
3. Holdings
4. Performance
5. Performance Attribution
6. Consolidated Report

1. Asset Allocation - Doughnut Charts

Download Sample Report

The Asset Allocation report is based on the “Report Date As Of” and shows asset allocation by asset class, currency, geography, industry as well as networth by custodian.

Contents:

• Net Worth by Custodian
• Asset Allocation by Asset Class
• Asset Allocation by Currency
• Asset Allocation by Geography
• Asset Allocation by Industry