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InvestWell Corporate - SQL
need more details in scheme comparison of sip and lumpsum
started a topic
over 2 years ago
please give more flexibility to prepare scheme comparison report.
SIP calculator (Date)
Need Multiple evaluation date
when we have to show the scheme performance of any scheme at the different level of market.
Show Investment amount
Investment amount not shown in summary report, only valuation and % shown. so add investment amount with header
Show report by column wise
show column wise value and % report by different evaluation date wise
Show column wise report in Detail mode
In detail view if select more than one scheme with only 1 evaluation date, show report by column wise, at present it is open one by one. it is used more space.
B) YTM OF DEBT FUND IS NOT SHOWN IN TOP PERFORMANCE AS WELL AS MUTUAL FUND TALLY REPORT
C) IN SWP CALCULATOR PLEASE PUT SENSEX / NIFTY/ CRISIL BALANCE FUND INDEX AS BENCHMARK COLUMN AND REMAINING AMOUNT AFTER WITHDRAWAL OF EVERY MONTH COLUMN
D) Keep name search pattern on easy mode if i go for open report of Mr. Sunil Jain and i type JAIN so show all member list who have JAIN words in their name.
E) PLEASE PUT THE DATA OF ASSET QUALITY IN PERCENTAGE OF DEBT FUND (A%, AA%, AAA% UNRATED%)
Please do the above changes as mentioned above..........
Thanks & Regards
Chandresh M. Bhoraniya
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