Table of Contents |
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Profit Bar Chart
- The table on the top shows the total profit for that month and year, split by Capital Gains and Distributions.
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- The bar chart shows the Profit (or Loss) made every month arranged as per User's selections.
- Client can change the strategy type to arrange by Asset Class, Custodian, Contract type or Individual Securities.
- The default is user asset class and each colour represents each asset class.
Profit Area Chart
- The table on the top shows the total profit for that month and year, split by Capital Gains and Distributions.
- The bar chart shows the Profit (or Loss) made every month arranged as per User's selections.
- Client can change the strategy type to arrange by Asset Class, Custodian, Contract type or Individual Securities.
- Same graph as above except that the chart is the area chart and is separated by Cumulative Capital Gains and Cumulative Distribution (dividends / coupons)