How to get a global report for all your portfolio holdings? (Part 1)

Modified on Tue, 25 Jun at 5:41 PM

In this tutorial, we will learn how to get a global report for all your portfolio holdings in MProfit.

Learn how to generate, download, and comprehend these reports that provide various statistics for all families and portfolios.

Start by generating the global report:

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


Step 2: Select the first option, Global Reports, from the drop-down list.


Step 3: Click on Generate Report


Step 4: Select the Date.

For example, Today.


Step 5: Then click Generate Report.


The global report includes a range of statistics covering all families and portfolios.

Step 6: Click Download Report to save the report.


These are the comprehensive contents provided by MProfit in the global reports.

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