Performance by

Instructions

The Performance By widget in PortfolioAnalyst allows investors to view the portfolio’s performance by sector for a specified time period.

To navigate to this tool, please take the steps outlined below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Performance by widget.

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Performance by widget.

  2. Select the blue arrow icon in the top right corner to view additional details.

    Image of the PortfolioAnalyst performance by widget.

  3. A new page will populate with additional information regarding your performance by sector.

    Image of the PortfolioAnalyst performance by panel.

 

Additional Resources

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