Analyse your portfolio like a pro
Portfolio Manager is a one-stop tool to analyse every detail of your portfolio like a seasoned investor
By Research Desk | May 14, 2018
Ever wondered how the analysts at Value Research are able to answer your queries and give you the right guidance time and again? We receive thousands of queries every month, numerous portfolios-comprising of funds as well as stocks-and we try our best to analyse each one of them to help you make the best of your investments.
It's not an easy task, but we have at our disposal a tool which is available to you as well-the Analysis page of the Value Research Portfolio Manager.
Once you've created a free account on www.valueresearchonline.com, you need to log in and fill up the details of your holdings in the Portfolio Manager. After filing in the information, click on the 'Analysis' tab and you'll get a comprehensive look at exactly where your portfolio stands.
It has following sections:
It looks at the gains or losses that you've made and see how your portfolio is performing.
Aggressive investors wouldn't want too much allocated to debt, and vice versa. Using the pie-chart break-up here you can make sure your portfolio's asset allocation is on the right track.
Style Break Up:
Like an aggressive investor wouldn't want a major debt allocation, he wouldn't prefer a big part of his portfolio invested in large-caps either. The Style Break Up sections keeps you updated about the market caps that your portfolio holds.
Equity Style Box:
Long-term investors would ideally like a stable, growth portfolio, while short-term investors would prefer a blend. The Equity Style Box gives a laconic idea of the kind of portfolio you have, on the basis of the investment style (growth, blend, value) and capitalisation (large, medium, small).
Top 15 Holdings:
The Analysis tab has two different sections that list the 15 top equity and debt holdings. These sections also tell you the percentage allocation of these holdings as well as their current market value.
Take a look at which sectors your portfolio is heavy on. Find out if you've enough invested in a particular sector that you're bullish on, or if you have too much is a sector that doesn't augur well for you.
Rating Break Up:
Investors who have a high debt allocation need to ensure that a majority of their assets are in higher-rated papers, and this section helps you keep a tab on that.