Multi-Period Report

New feature ideas
1

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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2

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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3

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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