NGEN MARKETS KNOWLEDGE BASE
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Portfolio Analytics
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Portfolio Analytics

Last Update a year ago
Information about running portfolio analytics on NGEN Markets
NGEN Markets Admin
How do I create a portfolio?
Last Update 3 years ago
How do I upload NSDL, CDSL or CAMS statements to create a portfolio?
Last Update 3 years ago
What does portfolio analytics actually do?
Last Update 3 years ago
How do I check underlying exposures to stocks and bonds in a MF portfolio?
Last Update 3 years ago
Where do I add purchase and sell dates when entering a portfolio?
Last Update 3 years ago
What do the Rebalance options mean in Portfolio Analytics?
Last Update 3 years ago
Can I download my portfolio after creating it?
Last Update 3 years ago
Can I create my own customised Index?
Last Update 3 years ago
What is the rolling analysis tab for?
Last Update 3 years ago
Can I compare two portfolios?
Last Update 3 years ago

Other Categories

General
General articles about the NGEN Markets application
19 articles and other
Last Update a year ago
Mutual Funds
All about Mutual Fund analytics on NGEN Markets
26 articles and and other
Last Update a year ago
Subscription
Information about subscription options, features and logins.
6 articles and other
Last Update a year ago
Security Analysis
Information about analytics for individual securities or portfolios where a particular return series is being analysed in many different ways.
15 articles and and other
Last Update 3 years ago
Markets
Information about using the Markets section and all the tools and functions in it.
6 articles and other
Last Update a year ago