SmartInvestments - Account Performance Content Link

When viewing an investment account, the user can access this content link to view the total return for the entire account and compare its performance to various market indices. Note: This content link is visible only to users who have the Show Liability Screens license enabled in User Accounts

• User Rights.

Note: This content link displays performance information for the account and all positions linked to the account. For performance information regarding a specific position, click the Account Positions tab and access the Position Performance content link. The content link displays the account's monthly valuation since the

date specified in the Initial Performance Date field. Click the first-column hyperlink (the date, by default) of any record in the Account Performance section to open the Performance Detail dialog box, which displays the calculations of the returns with income.

To view the performance of a particular position within the account: - Click the Account Positions tab.

• Tag a position in the list.
• Click the Position Performance content link. For more information, see Position Performance Content Link.

For more information, including details about how these figures are calculated, see Performance Calculations.