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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
  • Dividend
  • Payouts
  • Gain or loss in a period
  • Absolute return
  • CAGR return

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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.

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