MasterPlan creates an investment
performance summary which
shows the earnings, gains and losses, percentage of portfolio assets.MasterPlan creates an investment
performance summary which
shows the earnings, gains and losses, percentage of portfolio assets.
In addition, MasterPlan includes three asset allocation reports: a current one, two reports that project the assets out to December of the second year of the projection: a baseline (present) asset allocation report, and a what-if (proposed) report.
