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The Portfolio Return table allows the user to view the monthly returns of the portfolio categorised according to years, expressed in percentage form. If the returns are positive values, they will be shown in red. If the returns are negative values, they will be shown in green.
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Navigation
To access the quantitative model/report, click on 'Dashboard' from the navigation sidebar on the left.
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Name | Description | Type |
|---|---|---|
| Table | Performance returns in percentage (%) form | Plot |
| Select Portfolio to display returns | If multiple portfolios are selected and submitted in the settings, you may select the portfolio from the dropdown list in the app to view its returns over the months/years. If the returns are positive values, they will be shown in red. If the returns are negative values, they will be shown in green.
| Drop-Down List |
Example
Functionality
Please refer to Table Settings for table functionalities.
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