Investment Performance Reporting for Websites & Statements

Price Performance Analytics

Previous Next Price Performance Charts: Single Security, Comparison, Event Markers
Name: Price Performance with Transaction Event Markers
Overview: Generates a price history line chart including transaction event markers for providing visual indications of buys, sells, reinvests, etc..
Price History Chart with "Transaction Event Markers
dailyVest Price History Charts with Transaction Event Markers 
Event Markers highlight the date and price where transactions occured
(B-Buy, D-Dividend/Reinvestment, S-Sell)
Charts the price history of a stock or mutual fund security over a specified period. When a security is held in an account, the price chart will display "transaction event markers" corresponding to account buys, sells, dividend reinvestment, etc. General stock split and dividend events are also displayed when such data is available.

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