Portfolio Valuation Movement

To view and download reports, follow the below steps:

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

2. A new window is displayed. You can access the report from the dashboard by clicking Portfolio Valuation Movement in the Portfolio panel or from the Portfolio drop-down menu in the blue vertical bar.

3. The Portfolio | Valuation Movement window is displayed. Using the filters on the left-hand side, select the Portfolio Company. Click Apply.  

4. It displays the data in the Bar Chart form based on the set parameters.

5. You can also view the report using various filters available above the chart.

• From Month- To specify the start date.
• To Month- To specify the end date.
• CCY- To specify the currency.

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. 

4. You can also view the underlying dataset for the above graphs. Click on the Data Set icon. You can download the dataset in Excel and PDF format. Click on the desired format to download. You can also use the Print button to print it.