Main Features of Online Portfolio Management
Asset Allocation Chart
In depth allocation analysis of portfolio. By Broad and Sub Asset classes, Scheme, Family Member, Scheme Holdings, Sectors, Ratings.
Capital Gain
View Long Term and Short Term Capital Gains for the FY with proper indexation.
Individual Portfolio Returns
Find returns on currently held actionable part of portfolio
Family Portfolio
View Total Returns generated over any period or since inception
Watch List
Review daily changes in NAV of your schemes
Recent Transactions
View list of Recent Purchase and Redemption Transactions.
Sample Report of My Portfolio Management
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