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- Please use the tabs at the top of the charts to view the diff charts.
- You can download either the current sheet or the whole document with all the different analytics tabs into one pdf. (Please note that the sheet will be in A4 size.)
Dashboards
- Asset Class Allocation Summary
- Profit / Loss Summary
- Assets / Liabilities arranged by Asset Class
- Networth by Custodian
- Profit Bar / Area Chart
- IRR vs Absolute Profit
- Performance on Assets (%)Performance by Security
- Sharpe Ratio vs VaR
- Free Cashflows Generated
- Networth by Month
- EM DM
- Custodian Over Time
- Transactions List
- CCY Exposure Over Time / CCY Snapshot
- Geographical Exposure / Geography Over Time
- Geography Allocation
- FX MTM Over Time
- Price MTM Over Time
- Total MTM Over Time