Which report would an advisor open to view every transaction that occurred in the simulation for a given year?

Which report would an advisor open to view every transaction that occurred in the simulation for a given year?

• A. Monte Carlo Results
• B. Needs Analysis
• C. Ledger Report
• D. Lifetime Portfolio Value

Answer: (C)

This question is about where to find a complete, transaction-by-transaction record for all activity in a year's simulation. The Ledger Report is designed to list every transaction that occurred—each contribution, withdrawal, transfer, distribution, fee, tax, and rebalancing action—along with dates and amounts. This makes it the best choice when you need a full, auditable view of all simulation activity for that year. Other reports serve different purposes: Monte Carlo Results summarize potential outcomes and risk across many simulated paths; Needs Analysis shows whether income and expenses meet goals; Lifetime Portfolio Value displays how the portfolio’s value changes over time but does not enumerate every individual transaction. So, to view every transaction in the year's simulation, you would open the Ledger Report.

This question is about where to find a complete, transaction-by-transaction record for all activity in a year's simulation. The Ledger Report is designed to list every transaction that occurred—each contribution, withdrawal, transfer, distribution, fee, tax, and rebalancing action—along with dates and amounts. This makes it the best choice when you need a full, auditable view of all simulation activity for that year. Other reports serve different purposes: Monte Carlo Results summarize potential outcomes and risk across many simulated paths; Needs Analysis shows whether income and expenses meet goals; Lifetime Portfolio Value displays how the portfolio’s value changes over time but does not enumerate every individual transaction. So, to view every transaction in the year's simulation, you would open the Ledger Report.