Benchmark in Portfolio Valuation Report

Posted 13 days ago by Kalki Financial

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K
Kalki Financial

In the Portfolio Valuation Report and Portfolio Summary Report, would it be possible to include a comparison of each fund's performance against its respective benchmark? This would provide a much better basis for evaluating the performance of the investments.

The same feature is already available in the Comprehensive Portfolio Statement, and incorporating it into the Portfolio Valuation Report and Summary Report would make these reports more insightful and useful for performance assessment.

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