Portfolio Turnover Reports
- Tom Fahey (Unlicensed)
- Former user (Deleted)
Owned by Tom Fahey (Unlicensed)
Portfolio Turnover reports display the activity level for the fund, which is an indicator of the future effect of transaction costs on the returns for the fund. You can use exclude rules in Eagle Accounting to filter the Eagle data warehouse holdings and transactions used for reporting. You must set up portfolio turnover reports before you can submit the reports for processing.
- Portfolio Turnover Summary Report
- Portfolio Turnover Trade Detail Report
- Portfolio Turnover Monthly Market Value Report
- Portfolio Turnover Monthly Market Value Include Exclude Report