[Reports] 'One-Pager' Reports for Portfolios
complete
Conor MacNeil
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complete
✨ Now Live: One Pager Reports
One Pagers can be created for funds and portfolios and will present a compact overview of the chosen security complete with exposures, performance, style boxes, and customizable metrics.
When creating reports, you now have the option of creating our Standard customizable reports OR the newly created One Pager.
To create a one pager, start by creating a report for any portfolio or fund and select the one pager option.
Conor MacNeil
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in progress
Conor MacNeil
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planned
Conor MacNeil
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under review
Conor MacNeil
Merged in a post:
Create a Value Line Investment Survey type of a dashboard
A
Atomic Ptarmigan
Create a Value Line Investment Survey type of a template/dashboard for stocks - its one of the best, longterm, efficient "one-pager" there is.