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- Calculate returns using a range of calculation methods, including Time Weighted and Money Weighted rates of return with automated processing around significant cash flows.
- Calculate returns for any portfolio, composite, or segment within the portfolio, such as sectors and industries . And calculate returns to the security levelincluding returns at the security level.
- Security returns can also be stored below the security level. An example would be separate returns for the long portions of a security holding and the short portion of a security. See Work with Long_Short Positions.
- Customize tolerance thresholds for auto-publishing returns in either Final or Preliminary status.
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