Reports

Portfolio Maestro includes several types of reports to help you evaluate your portfolio.

Performance Report

The Performance Report contains tabs for several key performance ratios of the portfolio.

Optimization Report

The Optimization Report allows you to view many possible outcomes and select those that are of interest for further analysis.

"About the Optimization Performance Report " on page 1

The Optimization Performance Report contains tabs for several key performance ratios of the portfolio using different optimization parameters.

"About the Orders Report" on page 1

The Orders Report shows open orders, positions, filled orders, and canceled orders.

"About the Trace Log" on page 1

The Trace Log provides you with help in understanding the backtesting results.