Get a comprehensive snapshot of any portfolio or fund on a single page with the new One Pager report.

The One Pager brings together key portfolio data in one view, including portfolio details, top holdings, equity and fixed income exposures, asset allocation, performance, and fees and risk metrics.

For Client Portfolios, holdings and allocations are shown with both dollar values and weights. When reporting on a Household or Portfolio, the One Pager can expand across multiple pages to show each underlying Portfolio and Account separately.

Where to find it

  • Click Create Report on any portfolio
  • Choose One Pager for a focused report with Cover, One Pager, and Disclosures (Cover and Disclosures can be hidden)

One Pager in Standard reports

You can also include the One Pager as a page alongside your other report pages, just choose Standard when creating a report.

Customization

To customize, click Edit Page in the top right corner:

  • Accounts visibility: show or hide underlying Portfolios and Accounts
  • Fees and Risk metrics: select up to eight metrics for the comparison section
  • Performance visibility: toggle Total Return sections on or off