Portfolio Comparison Report - adding your commentary

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 Export button at the top of the page and select Print

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.

PC11.jpg

PC12.jpg

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 any 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.

PC13.jpg

Have more questions? Submit a request

Comments

Powered by Zendesk