One Page PDF Summary 討論

Hi

I would love a one page pdf summary of a portfolio, similar to the portfolio summary found for my portfolio. Just one page that shoes monthly returns, drawdowns and total return.

Something that would look like a one or two page hedge fund tear sheet.

We can definitely do that.

Thanks for the suggestion!

Great, do you think it would take a couple of months?

Do a screen shot in the meantime.

PMCMG posted:
    Great, do you think it would take a couple of months?

Unfortunately, we can't say exactly when will it be ready.

I think this would be nice, but would also like to add the following to the wishlist :-

1. It would be nice if the growth chart(or balance) could be added to the report as a picture speaks a thousand words.
2. It would also be useful if the reults could be added below the chart and all of this located at the front of the report, with an option to print out all the trades. At present, my results appear at the end of a 44 page list of trades.

Thanks

Hi

Any idea when a one or two page pdf summary of returns may be available? Thanks

PMCMG posted:
Hi

Any idea when a one or two page pdf summary of returns may be available? Thanks