You can run an ‘investment performance report’ on your account(s) through your Netwealth online account.
To do this:
- Log in to your Netwealth online account and navigate using the main menu to Reports & Statements.
- Select the Asset Performance – Detail Report.
- Enter the date range you wish to investigate the performance for.
- Click Submit and the performance report will open as a downloadable PDF file in a new window.