Profit Bar / Area Chart

Profit Bar 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.
  • 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)