From the Investment Sidebar Menu, click on the Reports Icon and then click on Performance.  After choosing the criteria, click on Search.

Overview

This is the list of reports available for the single period performance reports.  You can put the reports you prefer down on your favorites list.

Report

To run the report, you can single click on a report and click on the Report Button or just double click on the report.

Export

The Export Button exports the raw data used by the report to an Excel Spreadsheet.

New Search

This button returns to the Performance Report Criteria Screen.

See Also

Performance Report Criteria

Analyzing Investment Data For Logic Errors

Rate of Return - Time Weighted

Rate of Return - Dollar Weighted

ROI -  Return On Investment