Step 1. Select a Report
R1: Fund Report R6: Quarterly Cashflow Report
(since inception)
R11: Investor Account Balance
R2: Investor Report R7: Cashflow Report
(for a period)
R12: Top 50 Investments
R3: Investment Report R8: Fund/Investment Report Add On 1: Generate Investor Labels
R4: Portfolio Report R9: Special Investor Report
(Both Fund and Portfolio level)
Add On 2: Input Sheet
R5: Consolidated Report R10: Special Cash Flow Report
(Both Fund and Portfolio level)
Add On 3: Export Investor Info