Portfolio Reports
This Portfolio Valuation report shows you all the currently held investments of each Investor. This report can be found in the Client portal in the Reports ...
Sun, 5 Jul, 2020 at 5:04 PM
This report is a customizable Portfolio report that is available in the Advisor portal. A sample report is attached at the end of this guide. Ch...
Tue, 3 Dec, 2019 at 10:46 AM
Realized capital gain format Summary - Folio wise capital gain from sold units Detailed - Transaction wise capital gain. This will show the gain that has...
Sun, 23 Feb, 2020 at 8:18 PM