Performance Chart for a Sub-Portfolio in a Custom Report

English Reports
1

Hi everyone,

I’d like to add the Performance Chart widget to a custom performance report.

However, when I include it, the chart always shows the data from the main Performance Chart tab (the entire portfolio).

Is it possible to display only the performance graph of a sub-portfolio (for example, one specific security account) inside a report?

I know that you can use Apply All to set widgets to one data series, but this doesn’t have effect on the performance chart widget.

I’m asking because I have multiple security accounts and I’d like to create a custom report showing the performance chart for just one of them.

Thanks in advance!
K

2

You can add several tabs in the main Performance Chart view. And in the widget you can select which tab to show.
So you can do it by creating a second tab dedicated to your subportfolio.