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Digging Into the myICLUB Portfolio Review Report |
7/17/2024 |
Watch our webinar replay about this important portfolio management tool.
The myICLUB Portfolio Review Report is one of the most useful tools for monitoring the fundamental changes of companies in your investment club's portfolio. This succinct report can serve as an early warning system for company problems, allowing you to take action before devastating price drops might kick in.
In this month's Investment Club Webinar, Doug Gerlach discussed the Portfolio Review (PERT) Report, how it works, and how to interpret its findings.
If you missed the live presentation by Doug, the replay is available on our YouTube channel, or you can view the replay on demand right here:
The PDF handout of the presentation slides is available for download.
myICLUB.com is the world's most popular tool for investment club accounting and operations. Sign up for a free trial to see for yourself why thousands of investment clubs choose myICLUB.com to manage their club's books and operations.
For more on tools for investment club accounting, operations, and tax preparation, please visit https://www.myICLUB.com.