Portfolio Management Reports

The Portfolio Management reports provide visibility into waterline and rank information of investments in a portfolio. The reports also provide information about portfolio distributed target, investment budget, and investment planned amounts, indicating the differences between portfolios and portfolio plans.
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The Portfolio Management reports provide visibility into waterline and rank information of investments in a portfolio. The reports also provide information about portfolio distributed target, investment budget, and investment planned amounts, indicating the differences between portfolios and portfolio plans.
The following reports are included in the Portfolio Management reports: