Fund Portfolio- JCurve

This functionality is specifically for SRI

To view and download reports, follow the below steps:

1. Click on Reports and Analytics in the main menu. 

2. You can access the report from the dashboard by clicking Fund Portfolio -JCurve in the Funds panel or from the Funds drop-down menu in the blue vertical bar.

3. The Funds | Portfolio-JCurve window is displayed. Apply the following filters:

• Fund Name: To specify the fund name for which you wish to see the results.
• From Quarter: To specify the quarter from which you wish to see the results.
• To Quarter: To specify the quarter until which you wish to see the results.

After applying the filters, you can view the chart based on the changed parameters. You can download the report in various formats. Click on the gray square box button in the top right corner near the graph. The report can be downloaded in image formats, such as PNG, SVG, JPG, etc., and data formats, such as JSON, HTML, PDF, CSV, etc. Click on a format and the report will be downloaded.