The chart shows how contribution forms the foundation of attribution and allows us to evaluate how shares in a factsheet contributed to the overall profit or loss in any reporting period.
The chart is available as a pie chart, donut chart or a bar chart.
Values can be entered under Portfolio Composition / Instruments – Return Contribution (see screen below)
Continue your fund reporting workflow
This feature supports consistent fund performance reporting and automated factsheet updates. Continue with Add and configure statistics and Fund factsheet production software.