Manage Clients > Performance Tab

Manage Clients > Performance Tab

The Performance widget allows you to view performance across all or selected accounts in a number of different available views. Performance reporting is broken down into four sub-tabs, detailed below:

  • Performance History
  • Performance Overview
  • Performance Details
  • Market Value History

View Controls

When using the Performance tab, the following controls are available regardless of which sub-tab is selected:

  • Select Account: By default this is set to All Account(s). Changing this drop-down to Specify One or More Accounts causes a new box to appear where you may remove or mark which accounts you want included in the reporting.
  • Reporting Performance Period controls: Located just below the sub-tabs, you can choose to view reporting based on Inception to Date (ITD), Year to Date (YTD), Quarter to Date (QTD), Month to Date (MTD), Week to Date (WTD), or specify your own date range. The ending date for the selected period is typically the prior business day. The ITD selection displays as “Total% | Annualized%” if the period is longer than one year.

Performance History

The Performance History sub-tab provides a line graph of the performance for selected accounts across the specified period. Hovering over the graph will display the cumulative total return for the period up to the date indicated, as well as the annualized return for periods longer than one year.

Performance Overview

The Performance Overview sub-tab provides a bar-graph style chart showing total changes in each given category across the selected performance period. Categories tracked include Contributions, Withdrawals, Income, Fees, and Growth, along with the Start Value and End Value across these changes.

Performance Details

The Performance Details sub-tab gives you several paths to drill down into performance data and includes some additional options and controls. The options and features here are detailed further in Managing Clients > Performance > Performance Details.

Market Value History

The Market Value History sub-tab charts the value of the selected accounts across the performance period. It displays the value of the accounts, the net investment, and notes any contributions or withdrawal points that affect the value. Hovering over the graph displays the exact values at any given point, including the amounts of contributions or withdrawals on that date.

    • Related Articles

    • Manage Clients > Overview Tab

      The Overview tab summarizes the personal and financial information of a client. Note that the data and even available widgets will vary depending on whether you are in Household, Client, or Account view. (See Manage Clients Dashboard Overview for ...
    • Manage Clients Dashboard Overview

      The Manage Clients Dashboard (Manage Clients > Dashboard) is where you can access a broad array of all client information from platform or portal. It is viewable at the Household, Client, or Account level. Dashboard Overview Level Views Switch which ...
    • Manage Clients > Financial Tab

      Market Value Over Time The Financial tab contains a graph of a client’s Market Value Over Time. Click on one of the time frames on the top right hand of the page to see the Market Value for that length of time. Financial Analysis Allows users to ...
    • Householding Clients

      Assigning Clients to a Household allows you to view their combined data within the Platform. Clients can only belong to one Household at a time. By default, each unique tax ID is considered its own household. Clients or Accounts can also be ...
    • Managing Clients > Performance > Performance Details

      The Performance Details sub-tab of the Performance widget gives you several paths to drill down into performance data and includes additional options and controls. View Controls The following view controls are available in Performance Details: Select ...