Investor side

InvestWell Online Portfolio Viewer client login

DashBoard and Allocation Report
Please watch in 720p (HD). Go to settings icon at bottom left corner of YouTube player > Quality > 720p Login into the Portfolio Viewer from the ...
Sat, 17 Jun, 2017 at 3:14 PM
How to do Online Sync from InvestWell ?
Note - ​​​​If your client does not have any transaction it will not upload. Go to the Manage Client option in the Setup menu  In the Manage Client...
Sun, 9 Jul, 2017 at 5:09 PM
Portfolio Menu - Summary
Please watch in 720p (HD) Summary: If we select for All Folios then we can see the complete return for all Folios : Purchase Switch In Reinv...
Mon, 19 Jun, 2017 at 3:24 PM
Portfolio Menu - Returns
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...
Mon, 19 Jun, 2017 at 3:22 PM
Holding Report
Please view in 720p (HD) To view the Holding Report for any client go to Holding option under Reports menu. Holding Report shows you a quick ...
Mon, 19 Jun, 2017 at 3:39 PM
Portfolio Analysis Report
Find this report under Portfolio menu as Analysis Here, you can choose the Applicant and press Show button to see three tables as follows. Mon...
Mon, 10 Jul, 2017 at 7:24 PM
Networth Sheet
It is a tool that you can use to calculate your Net Worth  The Assets come Automatically in here. If you want to add other assets which the advisor ...
Mon, 10 Jul, 2017 at 7:30 PM
Portfolio Graph
This shows your investments in a Graph. It shows you how your Portfolio is growing and what is your profit Choose an applicant and time period and ...
Mon, 10 Jul, 2017 at 7:38 PM
Capital Gain
To see the capital gain :  Select the Family member and then Financial Year and then see the Capital gain category wise, Equity and Debt separately.
Sat, 21 Jan, 2017 at 2:21 PM