Unlock Your Portfolio's Potential: A Guide to Analysis
Investing isn't a 'set it and forget it' activity. To achieve your financial goals, you need to regularly review and analyze your investment portfolio. This guide will show you how to do just that with our "Your Portfolio Analysis" tool.
What is Portfolio Analysis?
Portfolio analysis is the process of evaluating your collection of investments (your portfolio) to see if it's performing as expected. It helps you understand your asset allocation, identify underperforming assets, and make adjustments to stay on track with your goals.
How to Use Our Portfolio Analysis Tool
Our tool is designed to give you a clear and detailed breakdown of your mutual fund holdings. Simply enter the funds you've invested in and the respective amounts to get started.
Your Portfolio Analysis
Add your mutual fund holdings below to see a detailed analysis of your portfolio's growth and asset allocation.
Check Your Asset Allocation
Are you too heavily invested in equities? Or perhaps not enough? The tool provides a visual breakdown of your allocation across different asset classes, helping you assess your risk exposure.
Track Your Growth
The tool calculates the current value of your investments and shows you the overall growth. This helps you understand how your portfolio is performing as a whole.
Take Control of Your Financial Future
Portfolio analysis is a vital skill for long-term success. Our NISM courses provide the comprehensive knowledge you need to manage your investments like a pro.