The Reports section provides reports that are tailor-made for particular scenarios, unlike the Portfolio, which is primarily aimed at exploring and managing your assets.
There are three reports:
- Risk scores your portfolio from 0 to 100 on returns, volatility, drawdown, Value at Risk, beta and diversification, compares it with your benchmark and shows which holdings carry the risk.
- Taxable Income shows the positions you held and closed and the income you received in a period — the raw material for a tax return.
- Taxes Due shows the tax your tax presets calculate, grouped by tax group.