Performance reports
Performance reports are often reported very regularly, and provide very useful information about underlying investments. To aid in gathering valuable insights and accurate data extraction, we have implemented a quarter on quarter analysis while you validate.
Quarter on quarter analysis
Previous available quarter’s data are available during the data extraction process, allowing users to check data completeness, and manually compare and perform data quality checks.
Click on the third icon under investment metrics to view the previous available data, and compare it to what has been captured for the current quarter. Quickly analyse how each company has performed and spot any discrepancies.
The values shown are from the last completed document, so even if a quarter is missed, you can still make useful comparisons. Simply click on any value to see all relevant data about where it came from, the report date, the received date, or use the document name to find the data point in the document.
Smart sort
As you validate data from a standard table of investments, the list of companies will match how they are reported, allowing you to quickly and easily check through data without having to search each company and jump around.
