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Display TWR or IRR Assets As

When you choose to show returns as TWR on the Position Performance report, securities marked Always report on IRR on Position Performance report are reported separately from all the other assets where TWR is being reported. In this case, Display TWR assets as and Display IRR assets as allow you to customize the name of each section.

For example, with Display TWR assets as set to TWR Assets and Display IRR assets as set to Report as IRR only assets, you see:

For more information on using the Position Performance report, see Position Performance report.