Portfolio Value vs Net Contribution is a Report Packager Page that charts the value a client has contributed to a portfolio vs the amount the portfolio is worth, allowing an advisor to easily demonstrate the amount of growth that has occurred over time.

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.
• Time Period: Select the time period to display on the report page. Choose from the available predefined periods or set a custom period at the bottom of the list.
• Include Closed Accounts: Select whether accounts closed during the selected time period should be included in the presented data.