Applies to:
✔ Dynamic	✔ PDF	✔ Client Portal

Use this Net Worth report setting to show or hide a bar chart that summarizes net worth values over a series of dates that you set. The chart provides a clear visual summary of net worth change year over year on the client's report.

You can choose:

• Selected. The report includes a summary section and a bar chart with optional trending line above the net worth table.

  

  When you select Show chart on the Net Worth report, you can customize it using the following settings:

  • Show Asset and Liability Bars

  • Show Trending Line

  • Chart Title

  • Chart Date

  • Show Values On

• Cleared. The report displays only the table.