The report provides detailed analysis of user-created aggregates including the portfolio�s investment style, composition, key fundamentals, risk and return statistics, performance, and top 25 common holdings.
Attach a profile page to the report for each constituent of the aggregate by selecting a template option under Append constituent summary page in the report settings dialog. By default, the profile pages will use the same benchmark, risk-free rate, and currency settings of the Portfolio Aggregation report unless you change the settings.