Portfolio Analysis Report : InvestWell Helpdesk

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Portfolio Analysis Report Print

Modified on: Mon, 10 Jul, 2017 at 7:24 PM

Find this report under Portfolio menu as Analysis

Here, you can choose the Applicant and press Show button to see three tables as follows.

Month to date Portfolio - You can see your portfolio Absolute return and Net Gain for 1 Jan '17 to 16 Jan '17

Year to date - Similarly for 1 April '16 to 16 Jan '17

Since Inception

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