Please can you let me know how to set up individual benchmarks for client portfolios that will generate when we run the TWRR report versus benchmarks in IPS reports?
Assuming that you are referring to the "TWRR Performance Vs Benchmark" report (or the "Daily Calc." variant) the benchmarks are established under Portfolios> Admin> Benchmarks:
I don't seem to have the capability to add a benchmark as per your diagram above. I'm missing the + button. Do you know how to turn on the capability?
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