🤓Xplan Hint: Demystifying Performance Calculations

kenny.foo

Did you know you can now export calculation details?

Ever looked at a client’s performance in Portfolios and wondered where the figures came from? In case you missed this (relatively) new feature, you can now export all the data that makes up the calculation at the press of a button.

To do this, go to Portfolios > Analytics:

Click on the “Detail” tab: 

Then on the right-hand side of the screen, select Action > Export Calculation Details:

If you need a brush-up on how the returns are calculated, check out this fantastic Community guide.

courtney.youngblutt

Great tip @kenny.foo​! I've had sooo many questions about performance calculations - knowing how to export the calculation details will be such a time saver for many!! And that is a great article you refer to - I've used it many times myself!