Household Overview is a Report Packager Page showing broad level asset allocation, a performance chart for a selected time period, and a table of performance by account for the household.

Available Options

• Page Title Override: Set a custom Page Name of up to 24 characters. This will display in the Report builder and on the header of the PDF pages when created. Helpful when adding more than one copy of a Page to a report.
• Show Pie Chart: Show a pie chart breakdown of the total holdings. This can be displayed by the defined Asset Classes or by the more general Asset Categories (stocks, bonds, cash, other).
• Time Period: Select one predefined time period to include in the report, including a custom range if desired.
• Display Benchmarks: Compare displayed data with the standard Performance Benchmarks set by your firm. (Performance benchmarking must be enabled for this option to be available.)
• Annualize Periods > 1 Year: Show the annualized return % for any time periods greater than one year.
• Graph Performance starting at $100: Ignore performance changes before $100.