The ‘Summary’ section provides a comprehensive overview of the performance of both your equity and mutual fund portfolios for the selected account. It includes the following key categories:
Quick Daily Insights
Consolidated Portfolio Score
Performance
Diversification
Key Ratios
Quick Daily Insights:
Get a snapshot of your consolidated portfolio's daily performance, featuring metrics such as 1-day gain, unrealized P&L, current value, and invested amount. This section covers both the equity and mutual fund segments of your portfolio.
Portfolio Score:
View the scores for your equity and mutual fund portfolios. The equity portfolio score is derived from the weighted average of Trendlyne’s Durability, Valuation, and Momentum (DVM) scores for your stocks. Meanwhile, the mutual fund portfolio score is calculated as the weighted average of Trendlyne’s Checklist Score for your mutual fund investments.
Performance:
Analyze overall portfolio performance, including total investments, unrealized profit and loss, and percentage gains or losses. The section provides both a consolidated view and a breakdown by equity and mutual funds, helping you identify the best-performing areas.
Diversification:
Assess the diversification of your portfolio across asset classes and individual stocks. This includes both direct stock holdings and those held indirectly through mutual funds. When you invest in equity mutual funds, the funds invest in various stocks. This section combines these holdings to give a comprehensive view of stock-level diversification.
Key Ratios:
Evaluate risk, volatility, and returns of your equity and mutual fund portfolios. Metrics such as equity beta and mutual fund beta provide insights into portfolio volatility across different time periods (1 month, 3 months, and 1 year), enabling a better understanding of your portfolio's risk profile.
