Free Axys report
Composite Group Listing Report
Enter a single composite (&cmp) or a group of composites (@cmpgroup) to list every member with its entry and exit dates.
- Runs on
- Axys
- Category
- Portfolio maintenance
- Updated in Portal+
- November 2025
- Cost
- Free with registration
When you run it
What the report asks for
These settings come from the report's dialog box. Options can vary with your Axys version and configuration.
- Composite group
Where it fits
Portfolio maintenance in Axys
These reports handle routine account maintenance that would otherwise mean manual trade blotter entries or exporting data to a spreadsheet.
This version is written for Axys.
Getting the report
Free for Axys users, through Portal+.
- 01
Register
Complete the free registration form with your firm and the portfolio system you use.
- 02
CSSI confirms your account
CSSI reviews the request and sends what you need to sign in to Portal+.
- 03
Download and install
Download the report from the Web Reports page in Portal+, which includes installation instructions for Axys and APX.
Each version runs through the end of the calendar year. Download the current version from Portal+ each January.
Axys and APX environments vary. Test the output with your own data before using the report in a production workflow.
Related reports
More portfolio maintenance reports
- AxysCreate Mail Merge FileSimilar to the Portfolio Register with Address report, with an option to write a comma-delimited file for mail merge.
- Axys and APXFind Up to Five LabelsA variation of the standard Find report that searches cli files for up to five custom labels.
- AxysTermination ReportPrints a management style appraisal for the portfolio or group and creates a trade blotter to long-out every asset.
- AxysTransfer ReportCreates the trade blotter transactions to move assets out of one portfolio and long them into another.
- AxysTransfer Report (Single Security)Transfers a whole account or a single security.
- AxysTransfer Report, Partial AssetsTransfers a percentage of assets from one portfolio code to another while keeping lots and cost basis.
Need something different?
Get a version built around your firm's data.
CSSI's consulting team handles report development for Axys and APX, from modifying a Replang report to building SSRS report packages.
