Style Analysis for Axys

The Style Analysis Module (SAM) was created as an add-on exhibit to one of our first account summary reports. The SAM application allows users to categorize mutual funds within a five by five style matrix. Whenever the application is started it checks the Axys database of securities to see if any new funds have been added to Axys that need to be categorized within the style matrix. When SAM reports are generated representative boxes for each matrix cell with a value are created. These cells are filled with the funds held by a portfolio, color coded, and sized relative to the total holding of the matrix cell. Custom colors may be defined.