Analytics Tutorial Part 2

Modified on Mon, 10 Jun 2024 at 08:31 PM


This guide explores the second part of the analytics tutorial, focusing on the performance section and other features. 


Performance Section


Step 1: Click on the Performance section. 


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On the left side, it displays the XIRR of the entire portfolio, the first transaction date, current valuation, total investment, total withdrawals, total gain, realized P&L, and unrealized P&L. 


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Step 2: Notice the feature on the right side that compares your XIRR with the CAGR of various benchmark indices. 


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Step 3: Customize these indices by selecting the Change Indices option at the top. 


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Step 4: Unselect the index you do not want and select the one you do want.


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Ensure you have only five at a time.


Step 5: Click on Done


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Step 6: Customize the period or time range for your calculation of XIRR by clicking on All to Date at the top. 


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Select the desired time period.

For example, you can select a financial year, a calendar year, or a month.


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Step 6: You can also choose Trailing or Custom range. 


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Step 7: Notice the feature that compares your XIRR with the TRI Nifty 50 XIRR


This feature replicates the cash inflows and outflows in your portfolio into a TRI Nifty 50 XIRR. 


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Below this, we have a tabular view of the XIRR for all the asset classes in your portfolio.

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Advanced Performance Insight


Step 8: Explore the advanced performance insight. Here, get your XIRR for your stocks and mutual funds with any one of the indices. 


Change the index by the down arrow. 


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You can change the desired index by selecting it.


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Step 9: Click on Done after selection. 


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Step 10: The above feature can be used for Historical or FY-wise as well.


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Performance by Portfolio


Step 11: Open Family Group.


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Navigate to Performance


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Here, look for the option Performance by Portfolio


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Step 12: Click on View Table.


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Here, you can see the XIRR for all portfolios in the family. 


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PMS Portfolio


Step 13: Go to performance in a PMS portfolio. 


Here, the XIRR also considers the cash inflows and outflows added manually. 


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Navigate to Performance.


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Step 14: View the cash ins and outs, current investment value, and cash on hand. 


Below that, find the absolute gain, income payout, and total fees. 


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Step 15: Click on View Cash Flows at the top to see the cash ins and outs in the portfolio. 


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Step 16: Customize the period to All to Date and set the time period as mentioned earlier.


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Step 17: Get an overview of the cash flow snapshot showing the cash in, closing balance, cash out, and closing investment value. 


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Step 18: Compare your XIRR to the Index CAGR


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Equity Exposure


Step 19: Notice the equity exposure feature on the left side. It shows that a specific script is present across stocks, mutual funds, and ETF asset classes. 


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Step 20: Click on the Classic View at the top to return to the actual MProfit classic window. 


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Help Center


Step 21: Click on the icon in the top right corner to go to the help centre. 


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Here, type your query and go through the articles prepared by MProfit.


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Step 22: Use the Contact Support option to raise a ticket. 


Mention the queries and upload a file or a picture if needed. 


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App Tour


Step 23: Click on App Tour


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Then Start Tour. This tool provides detailed descriptions of each module. 


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This concludes the second part of the analytics tutorial.

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