Course Description

One of the most flexible and detailed analytics reports available in Solovis is the Interval Statistics report, making it the go-to for most portfolio analysis, as it has the capability to generate almost all metrics and analytics that the Solovis platform offers.

When running this report, you can opt to include group by functionality when in Composite Asset Mode to display aggregated returns (such as grouping for all investments in a selected asset list or even composites for groupings such as asset class.)

This course reviews the key report parameters with demonstrations on how to build example Interval Statistics reports from scratch. 

Course Curriculum