My Networth - Current valuation of your overall portfolio (excluding derivative positions)
My Investments -Total cost (buy value) of all your investments (excluding derivative positions)
Profit/Loss – (Unrealized) - – Total unrealized profit /loss on all your current holdings (simply put, it is
Networth – Investments)
Profit/Loss – Day’s (Unrealized) - This is the difference between the current Netwoth of your
portfolio and the Networth as of yesterday. In other words it is the change in the valuation of your
current holdings from previous trading day close.
Max gainer - Reflects the stock in your portfolio which gained the most (by %) in the latest trading
session
Max loser - – Reflects the stock in your portfolio which lost the most (by %) in the latest trading session
Asset Wise Allocation - Distribution of your investments across asset classes. Mouse hover on the pie
will show the percentage. Real estate can be included or excluded manually using (+) and (-) symbols.
Derivatives and Currency positions will always be excluded.
Performance -Graphical presentation of the cost value and Net worth changes over last year
Top Holdings - The stocks and Mutual fund schemes in your Portfolio with highest current market
value
Sector wise allocation - Sectorial bifurcations of Equity holdings and the distribution across Equity /
Debt /others within Mutual Fund holdings
Max gainer and loser - Stocks and Mutual Fund schemes with the highest gains and losses incurred in
the latest trading session
Research on my assets - Fundamental and Technical analysis on the stocks in your portfolio (it displays
only those stocks on which Research is available; it may not be present for all the stocks)
We do not solicit usage of the portfolio report during filing of tax -returns. Please read ‘Portfolio
disclaimer’ on the website (link is available at the bottom) carefully before making any investment
decisions or Tax calculations / submissions.
Help For Portfolio
My Portfolio Valuation - Reflects the current valuation of your overall portfolio