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  1. SaxoConnect
  2. Client Management
  3. Reporting

Reporting

  • How to access Dutch Tax Reports for your active end-clients
  • What is Cumulative P/L
  • What is Position P/L?
  • What is Instrument P/L?
  • Calculation of the result on positions
  • What are Aggregated Amounts?
  • Is the Value of Positions included in Account Value?
  • How do I read the closed positions summary?
  • How do I read the portfolio report?
  • What is the Sortino Ratio?
  • What is max. Drawdown?
  • Why could there potentially be a conflict between Absolute Return and Return in Percentage?
  • What is the Sharpe Ratio?
  • What is Total P/L?
  • What is the time-weighted rate of return?
  • What is Absolute Exposure?
  • What is the Standard Deviation?
  • Viewing subscription billing history
  • End of Day files explained
  • Settlement ladder
  • Downloading reports in bulk
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