Portfolio Report FAQ
You can access the ‘Portfolio Report’ feature by following these steps: Click on ‘Portfolio’ from the navigation bar on top, as shown below. Now ...
Fri, 20 Oct, 2023 at 5:59 PM
The ‘Summary’ section of the portfolio report offers a bird’s eye view on the performance of both your equity and mutual fund portfolios within the selected...
Fri, 20 Oct, 2023 at 5:59 PM
TABLE OF CONTENTS Summary Performance Diversification Benchmarking Risk Analysis The ‘Equity’ section of the portfolio report provides a detailed...
Fri, 20 Oct, 2023 at 6:05 PM
TABLE OF CONTENTS Summary Performance Diversification Key Risk and Return Ratios The 'Mutual Fund' section in the portfolio report gives ...
Fri, 20 Oct, 2023 at 6:09 PM
The ‘Equity’ section of the portfolio report provides a detailed analysis of the equity segment of your portfolio's performance, diversification, ben...
Mon, 14 Oct, 2024 at 6:28 PM