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Tools

Tools

Reports
Calendar Report
Future Income Report
Performance Report
Contribution Analysis Report
Diversity Report
Multi-Currency Valuation Report
Historical Cost Report
Drawdown Risk Report
Exposure Report
Multi-Period Report
Share Checker
Return calculation
Interpreting the return index graph
Open Positions and Open & Closed Positions
Opening Balance
Simple and compound calculation
Fresh and Recycled Capital
Components return
Absolute and annualised return