How to check portfolio wise XIRR of entire family?

Modified on Thu, 06 Jun 2024 at 06:54 PM


In this tutorial, we will explain how to check portfolio-wise XIRR of the entire family in MProfit.


To do so, follow the steps below:


Step 1: Login to your MProfit account and click on Analytics.


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Step 2: Select the Family Group from the drop-down menu.


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Step 3: Navigate to Performance.


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Step 4: Scroll down to find the View XIRR by Portfolio option. 


Click on View Table.


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Step 5: Now, review the overall XIRR, inflow, and outflow for each portfolio.


You can also view a summary of this information by clicking the Summary option.


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This is how you can seamlessly check portfolio-wise XIRR of the entire family in MProfit!

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