You can access the ‘Portfolio Report’ feature by following these steps:
Click on ‘Portfolio’ from the navigation bar on top, as shown below.
Now click on ‘Portfolio Report’ to access the feature.
The Portfolio Report offers a detailed analysis of your investments, providing insights into the performance, diversification, benchmark comparison, and risk-return metrics of both your equity and mutual fund portfolios. This deep-dive helps you assess and take informed actions based on the overall health of your portfolio.
In the Portfolio Report section, you can select the specific account for which you want to generate a performance report using the 'Select Account' option, as shown below. Once you've made your selection, the corresponding report will be available for you.