Free Axys report
Group Appraisal, Single Asset Class
A variation of the Group Appraisal report that includes or excludes a single asset class, such as only equities or everything except equities.
- Runs on
- Axys
- Category
- Appraisals
- 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.
- Portfolio or group
- Report date
- Show unit quantities
- Show all holdings
- Displayed asset classes
- Selected asset class only
- Exclude an asset class
- Show only selected security types
Where it fits
Appraisals in Axys
Appraisal reports answer what a portfolio or group holds on a given date. Group and tax-lot versions put more of that detail on one page for household reviews, tax conversations, and model checks.
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 appraisals reports
- AxysAppraisal, Sum Tax LotsDisplays individual tax lots plus a summary line for each position held in more than one lot.
- AxysAppraisal, Sum Tax Lots, with Security SymbolA version of the Sum Tax Lots appraisal that adds the security symbol.
- AxysGroup AppraisalWhen run for an unconsolidated group, displays the appraisal for the entire group with one column for each member.
- AxysGroup Appraisal, Alternate Wide FormatWhen run for an unconsolidated group, displays the appraisal for the entire group with one column for each member.
- AxysUnrealized Gains, Long-Term and Short-TermSplits unrealized gains into short-term and long-term.
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.
