Performance
Available in: Client Portal, Advisor Portal, Broker Portal, Org Portal, Student Trading Lab, Professor Trading Lab
The Performance widget allows investors to view historical performance, time period performance, and cumulative performance broken out by long and short. The Performance widget also allows investors to compare performance to up to three benchmarks.
To navigate to this tool, please take the steps outlined below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Performance widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Key Statistics widget.
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Select the blue arrow icon in the top right corner to view additional details.
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A new page will populate with additional information regarding your performance.
