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Tools

Tools

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