Analytics Tutorial Part 1

Dive into the world of analytics with this comprehensive tutorial. 

Learn how to navigate the analytics page, switch between families and portfolios, and understand the breakdown of your holdings. Here's how:

Accessing the Analytics Page

Step 1: Click on the Analytics option at the top of the page. This action redirects to a new page.

Navigating the Analytics Page

Step 1: On the left side, click on the dropdown to switch between families and portfolios.

Step 2: To change the family, select the appropriate option and make the change.

Step 3: To alter the portfolio, select the portfolio in the same file.

Understanding the Analytics Page

The analytics page is divided into three sections: 

Today, Holdings, and Performance. 

This tutorial covers the Today and Holdings sections.

Today's Section

Step 1: In the Today's section, observe today's gain, unrealized gain, and current value. 

Below this, find Today's Performance for stocks and ETFs compared with various benchmark indices.

Step 2: To change the indices, click on the icon and deselect the current index.

Step 3: Select the desired index. 

Remember, only five indices can be selected at a time. 

Step 4: Click on Done.

This allows for a daily comparison of the stocks and ETFs in your portfolio against various benchmark indices. 

On the right side, a pie chart displays the Asset Allocation in your portfolio. 

Below this, find the Today's Mover section, which shows your portfolio's Top Gainers and Losers.

Step 4: On the right side, add scripts to the watchlist to monitor them, regardless of whether you hold them or not.

Below this, a table displays the asset classes in your portfolio, showing today's gain, unrealized gain, and current value. 

At the bottom of the page, a section for corporate actions shows recent or upcoming actions for all scripts held.

Holdings Section

Step 1: In the Holdings section, a pie chart displays all holdings based on Current Value or Amount Invested.

On the right side, find the amount invested, current value, unrealized gain, and unrealized gain percentage. 

Below this, a table shows the amount invested, realized gain, current value, and holdings for all asset classes. 

Two viewing options are available: 

• Category 

• Asset Class
  
  

Step 2: In the Asset Class view, dive deeper into the data.

For example, clicking on Stocks and ETFs shows the portfolio's sector-wise allocation based on current value or amount invested.

Similarly, in Market Cap, find aggregation in small-cap, mid-cap, and large-cap.

To understand which scripts are held in large cap or in the financial services sector, simply select the relevant option.

This provides a detailed breakdown.

Below this, a table displays all levels. This concludes the first part of the tutorial. 

Stay tuned for the second part!