View an investment detail report

The investment detail report provides insight into statistics, portfolio, and operations information in a categorized format. The data in these reports updates regularly to ensure the latest information is available.

To view an investment detail report:

  1. Select one or more checkboxes next to a company name from any of the sub-tabs under the main screener tab.

  2. Click Investment detail report from the top menu of the screener tab. A confirmation screen will appear.

  3. At the confirmation screen, click Ok to view the report. Depending on your browser settings, you may be asked to either open or save the file.

  4. All of the companies you selected will be displayed in the report. Use the bookmarks toolbar in the Adobe Reader screen to navigate the report sections.

  5. Use the top menu of Adobe Reader to save or print your report.

Note: Adobe Reader is required to view the report (PDF).

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