SmartInvestments - Position Performance Content Link

When viewing an investment position, the user can access this content link to view the total return for the position based on performance calculations. Note: This content link is not available for personal holdings (i.e., bank accounts, real estate, notes receivable or personal property).

The content link displays the position's monthly valuation and a summary of all of the transaction activities that occurred during each month.

Advisors can see the returns with income. Unlike the Account Performance content link, this content link does not display comparisons to benchmark indices. For more information, see Performance Calculations.