Overview

This is a live equity portfolio model based on US Equities to understand the growth and returns of the stock for the clients over a period. If the portfolio or fund manager is requested to present or communicate the growth and returns for the clients from the time of investment.

 

The diversification of the portfolio by presenting charts to understand more easily with the period of investments made by the clients.

 

In order to check the change in portfolio kindly following the process below:-

 

Go to Data--> Click Refresh All (It might take time to load based on your connection)

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