Before diving into the details, we offer six key analytics that provide a comprehensive view of your portfolio. These include Portfolio Health, Risk Profile, Dividends, Transactions, Performance, and Composition. Each of these analytics helps you track, assess, and optimize your investments for better financial outcomes.
1. Portfolio Health Overview
To view details you need to click on health icon in wealth dashboard as shown below.
View your overall portfolio health score. This score reflects the performance and stability of your investments, helping you make informed decisions.
2. Risk Profile Assessment
This section defines your risk tolerance based on your answers and asset allocation. Whether you're an aggressive, moderate, or conservative investor, this guide will help you stay aligned with your investment approach.
3. Dividends Earned
Keep track of the dividends you have earned and your projected future dividends. This section also provides a clear view of which stocks or funds are paying dividends and when.
4.. Transactions Overview
View all your transactions, including purchases, expenses, subscriptions,and transfers.
Regularly categorize your transactions to ensure that your financial data is organized and accurate for future analysis.
5. Performance Tracking
Monitor the performance to make strategic adjustments if needed, ensuring that your portfolio is working towards your financial goals.
6. Composition Breakdown
This section breaks down your investments into categories such as large-cap, mid-cap, small-cap stocks, fixed income, and more, ensuring you have a diversified portfolio.
FAQs & Common Issues
1. What are the six key analytics in my portfolio?
Portfolio Health, Risk Profile, Dividends, Transactions, Performance, and Composition.
2. How do I use Portfolio Health?
It shows the overall health of your investments, helping you assess stability and performance.
3. Where can I access the Total Portfolio Analytics?
You can access the analytics directly from your Wealth dashboard below P&L card you will find all six analytics.
4. How can I track my Dividends?
Find your Dividends analytics below networth card next to the risk profile icon.
Need help?
Email us at [email protected] anytime.