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Portfolio Return is a very useful report to see return of all your clients in one go.
You can see for all your clients -
- The outstanding purchase cost
- Current value
- Gain or loss in a period
- Absolute return
- CAGR return
You can filter for cases where investors are drawing Negative return or >10% and so on.
You could see only specific category of investments eg., Equity long term, ELSS<=3 Yrs
You can view it on a Folio level so that you can know each fund outstanding units etc,
You can use this report in different ways to filter and select opportunities.