Please watch in 720p (HD)
You can view the Portfolio Return in the Portfolio menu.
To view the Report
- Select Applicant Name
- Choose As on Date. By default it will be Today.
- Choose between Detail or Summary
- In the Long Term / Short Term filter choose either Long term, Short term or All
- Choose whether you want to see CAGR Return or Annual Return
- Choose the Scheme Type from All MF (Equity, Debt), Shares or FD
- Press SHOW button
Here you can see the Return for Unrealized part of the Portfolio
- You can see the same Family member wise and then scheme wise
- If you want to see each transaction separately click on the scheme
Filters can be used to enhance your search -
- You may wish to see only Long term investments
- You may wish to see Simple annualized return instead of CAGR
- You may wish to see different scheme type
- All these reports have an export to PDF or Excel option.