Performance Reporting in Vyzer offers a customizable way to view and compare your investment data across all asset classes. This step-by-step guide will help you navigate this feature for more insightful investment analysis.
Navigate to Asset Classes: Start by selecting an asset class of interest. For instance, choose "Managed Funds" to focus on that particular area.
Identify Metrics Symbol: Look under the black dashboard on your screen. Locate the Adjust button.
Open Metrics Menu: Click on Adjust. A menu will open on the left side of your screen.
Choose Metrics: This menu allows you to select up to 4 metrics for detailed viewing. Some metrics have a dropdown arrow for additional options. For example, with ROI, you can choose between seeing it as AAR (average annual return) or Total. Try different combinations of metrics to find the view that best suits your needs.
Apply Metrics: After choosing your metrics, click "Apply". The columns with your selected data will then appear underneath the black dashboard.
Remove Metrics: To remove any metrics, click Adjust again and simply deselect your previously chosen metrics. You can remove all by selecting "CLEAR".