Related Settings

How Include Additional Indexes Works

Applies to:
✔ Dynamic	✔ PDF	✔ Client Portal

This setting allows you to add the performance any of the firm's available indexes, custom indexes, or blended indexes as a data point for comparison with the account's performance.

You might use this setting if you want to compare an account or group to an index that isn't the usual index for that account or group. For example, if there's substantial movement in the market and you want to create a temporary report to show how your accounts did in comparison to the overall market, you might add the S&P 500 as an additional index to the report.

TIP

The index reporting period always aligns with reporting period.

Top of Page

In Dynamic Reports

To add an index, select the Include additional indexes check box. In the list of benchmarks that appears, click the benchmark you want to add and click Add Index. When you view the chart, indexes will appear as diamonds (◆) and the account and its benchmark(s) will appear as dots (•).

To remove an index you've added, click Remove Index.
To omit indexes, clear the Include additional indexes check box.

Note

If you have added indexes and later clear the Include additional indexes check box, all the indexes added will be removed as well.

Include additional indexes cleared

Include additional indexes selected

Top of Page

In PDF Reports

The Additional Indexes section allows you to add indexes to the PDF report. Functionality is the same once indexes have been added.

To add an index to the PDF report:

To add a column to the list, in the Available indexes list, click the column you want to add and then click .
To remove a column from the list, in the Selected indexes list, click the column you want to remove and then click .
To add all available columns to the list, click .
To remove all columns from the list, click .
Use the and buttons to arrange the columns on the report.