Fund IRR-report is found on Reports-page
Fund IRR-report can be taken from three different periods
- Since inception
- Current year
- Custom dates
Since inception report gives report start and end date automatically by finding out fund's first and last transaction dates.
Current year report gives report start and end date automatically by using last day of previous year as start date and last transaction dates as end date (i.e. current year). To get current year IRR-report, you have to have NAV for last day of previous year entered.
Custom dates report gives you freedom to select start and end dates from the drop down menus.
All reports are downloadable to Excel from Download Report-button.
