The Internal Rate of Return Calculation Report provides transparency regarding the Internal Rate of Return (IRR) calculation of an account by displaying the IRR formula pre-populated with all variables of the calculation, including external cash flows.
This diagnosis tool allows you to review return percentage data discrepancies and troubleshoot the cause. For example, if you have questions about the IRR data for an account, you can review the cash flow data, adjust the respective transaction and generate a different IRR %.
After generating the report, the IRR% will match the IRR% displayed on other Morningstar Office reports (provided the same data and user inputs are used).
See IRR