Asset Allocation

Category : Holdings Reports
Description :
  • This report shows the asset allocation of market value.
  • In this report partitions are done with each asset.
  • The assets are denoted as Cash, Fixed Income, Equities.
  • Market valuation of all the holding for each sector is denoted as %share.
Customizations possible:
  • The colors can be changed as per required.
  • The look and feel can be customized to match your asset.

Back to Reports