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Portfolio Analytics

Last Update a year ago

How do I create a portfolio? How do I upload NSDL, CDSL or CAMS statements to create a portfolio? What does portfolio analytics actually do? How do I check underlying exposures to stocks and bonds in a MF portfolio? Where do I add purchase and sell dates when entering a portfolio?

Can I compare two portfolios?

NGEN Markets Admin

Last Update 3 years ago

You can compare two portfolios side by side. 

Just go to the Compare section and check the second tab. 

Here you can search through your saved portfolios (from the Portfolios section) and all your RTA clients.


Once you run the comparison, there are also options to change the start date of the comparison and print a PDF report and take screenshots:

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