Click Portfolio > Analytics in the top navigation.

Choose any source of analytics including the entire group, funds, or investors. You can choose more than one item to see analytics for each in a side by side comparison.

Click on any of the available analytics below.

A chart displaying the chosen analytics will be displayed on the right.

To customize the chart further, click Customize Chart. To save the chart for later reference or use in reports, click Save Chart.

Did this answer your question?