Investment Performance Reporting for Websites & Statements

Investment Breakdown Analytics

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Name: Historical Allocation
Overview: Used for illustrating asset allocation as of a previous point in time.
dailyVest Historical Allocation Pie Charts
these charts summarize the investor's asset allocation as of 6 and 12 months ago
Pie charts such as these can be used within retirement planning applications where it is necessary to show how the investor's asset allocation has changed over time.

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