The Consolidated Portfolio Report provides a comprehensive analysis of your investments, offering insights into performance, diversification, benchmark comparisons, and risk-return metrics for your equity and mutual fund portfolios. This detailed view helps assess your portfolio’s overall health and make informed decisions.
How to Access the Portfolio Report:
Navigate to the ‘Portfolio’ section using the top navigation bar.
Click on ‘Portfolio Report’ to open the feature.
In the Portfolio Report section, use the ‘Select Account’ option to generate a detailed performance report for a specific account. Once selected, the report will display the relevant data for that account.
