Multi-Period Report

On the new multi period report there are various reporting period options plus “custom periods”

Could I suggest a further option which shows:

1 month
3 months
6 months
1 year
3 years
5 years

They are my suggestions. I like to look at my short term, mediulm term and long term performance in various portfolios.

Happy to hear feedback form other users :grinning:

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This is an essential IMO.
Also would be good to be able to download a monthly performance series vs chosen benchmark.

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I am manually typing the graph performance index values to capture historical periodic performance, so would be good to have a report that would spits this out

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Seems this didn’t get traction? Pretty much all fund managers report like this so it would be very good to have please. :folded_hands: This multi period report as it is now is unwieldly. Also the excel spreadsheet it puts out for download doesn’t contain the Groupings in the Combined spreasheet?? A bit useless as you can’t ‘roll up’ or view the performace over each time period by you chosen grouping??