Risk Report

[paulk]

Mark

I would love a report (similar in layout to the Executive Summary ) that will calculate and display the standard deviation and sharpe ratio for a portfolio and compare that to the same data points for chosen benchmarks. I don't know if it's feasable but it would be a great addition.

[Mark]

Hi paulk,

Thanks for the feedback. You could accomplish something close to this today using a "Custom" report. It wouldn't be as concise as the Executive Summary style report, but the information is available. We can look at maybe adding more flexibility on what is reported for performance in the Executive Summary report.