StockMarketEye provides a number of reports to help you better understand and manage your investments.
Reports work in both individual portfolios as well as in Portfolio Groups which makes it possible to understand and manage your investments across multiple portfolios/accounts.
The following are the available reports in StockMarketEye:
- Summary Report
- Gain / Loss Report
- Back-in-Time Report
- Allocation Report
- Total Return Report
Accessing the Reports
Reports can be accessed from the "Reports" button on the toolbar of the portfolio or Portfolio Group.
When you are not currently viewing a report, clicking on the Reports button will open the portfolio's most recently used report. If you are already viewing a report, clicking on the Reports button will show the dropdown where you can select the specific report type you want to view. Clicking on the down-arrow button on the right-side of the Report button will always show the dropdown of available reports.