Performance by
Available in: Client Portal, Advisor Portal, Broker Portal, Org Portal, Student Trading Lab, Professor Trading Lab
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.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Performance by widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Performance by 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 by sector.
