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Table of Contents

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)


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