☰
Portfolio Management
↧ Export
Export as CSV
Export as Excel
Export as PDF
🔔
AM
Admin Manager
Super Admin
Scheme Wise
Investor Wise
+ Add Scheme
Update Current Value
✕
Scheme:
New Current Value ($)
Apply to Investors
Apply to all investors (proportional)
Transactions
✕
All Transactions
Group by Investor
Add Investment
✕
Investor
Scheme
New Scheme Name
Amount ($)
Date
Note
Add New Scheme
✕
Scheme Name
Category
Equities
Real Estate
Fixed Income
Private Equity
Commodities
Hedge Fund