Reports

One of GlobeAdvisor's most useful features is its Reports capability. You can generate a wide variety of detailed reports on any fund, stock or index, including price/performance, rankings, asset mix/type, and market and geographic sector. Reports can be included in client presentations or serve as the basis for personal lists and portfolios.

The following report types are available in GlobeAdvisor:

• Fund reports: Click Reports on the Navigation Bar and select the Fund tab, OR click Filters to specify detailed criteria for the funds you want to report on.
• Stock reports: Click Reports on the Navigation Bar and select the Stock tab, OR click Filters to specify detailed criteria for the stocks you want to report on.
• Index reports: Click Reports on the Navigation Bar and select the Index tab.
• Portfolio Reports: Click the desired report type on the Portfolio Menu.