Standard M folder
Module "Portfolio Service Extended Portfolio Analysis"
You can find the report folder "Folder Standard M" in the workspace of owners, portfolios and groups on the worksheet "Reporting" and there under "Report folders".
The "Standard M folder" report folder contains the following reports:
- Report cover sheet
- Asset class analysis report
- Report Performance report with graphic
- Balance sheet report
- Report on income and expenses
The Fund mirroring report is only part of the respective report folder "Standard M folder" if a fund mirroring is also carried out for the portfolio.