The Asset Allocation Pie Chart reports your investment held and the percentage allocation.
With the Asset Allocation Pie Chart, you can gauge just how well the entity is diversified. The assets held can be reconciled further using the Investment Strategy Comparison Report.
|Navigate to Reports from the Main toolbar on the left side|
|Further, select the Reports section|
1. Search for Asset Allocation Pie Chart using the Search Report bar. Alternatively, locate the Asset Allocation Pie Chart under Investment Reports.
2. Add the Asset Allocation Pie Chart to Report Pack by selecting the Add To Pack arrow.
3. Once the report has been added, select Settings (to the right of the report).
Toggle on to exclude 60400 Bank Accounts from the Investment Report. Click Save.
4. Select either Download PDF, Download Excel or Download Word.
You can also add these reports to a Report Pack. See Reports for instructions.