Reports
There are various type of report that are provided by
Portfolio Management System, such as:
- Broker Ledger
- Portfolio Position
- Demat account statement.
- Portfolio Valuation Sheet
- Capital Gain Statement
- Portfolio's Market Valuation
Sheet.
Other Features
- Transferring the data from
one year to another.
- Clearing the data from
selected year.
- Allow entry of current
market rate feeding of script.
- Valuation of portfolio at
current market rate.