Question
What features are available in the performance tool?
Answer
The GainsKeeper Performance tool provides you with the individualized comprehensive return metrics, including a high-level overview and granular details. Features of this tool include:
The overall performance of your long or short portfolios, including securities that have been sold.
The performance of individual securities or a select subset of portfolio holdings.
Both time-weighted and dollar-weighted (IRR) calculated returns.
Returns over a specific timeframe.
Comparisons to industry benchmarks.
Results presented in visually representative graphs and easy-to-read tables.