You can access the ‘Portfolio Report’ feature by following these steps:


  • Click on ‘Portfolio’ in the top navigation bar, as shown below.





The Portfolio Report offers a detailed analysis of your investments, providing insights into the performance, diversification, benchmark comparison, and risk-return metrics of your holdings. This deep dive helps you take informed actions based on the overall health of your portfolio.



In the Portfolio Report section, use the ‘Select Account’ option to choose the specific account for which you want to generate a performance report. Once you've made your selection, the corresponding report will be available for you.