Optional custom commentary can be added to the Portfolio Comparison report you export from iRate.
The portfolio comparison report can be downloaded via two options:
1. Using the Portfolio Comparison page
Click on the print button at the top of the page.
Add the commentary in the pop up box.
Confirm the name of the person who is providing the commentary is correct, or update if required.
The report will include all charts over the selected time period which were selected on the screen.
2. Using the Portfolio Report page
Select the Portfolio Comparison Report from the different report options
Note: you can select and download multiple reports in one go, the Portfolio Commentary report will download as a separate file to the other reports.
Enter your commentary in the box which will display on the right hand side of the page.
Confirm the name of the person is providing the commentary is correct, or update if required.
Click Generate Report
The report will include all charts over the selected time period which were selected on the Portfolio Comparison screen.