Holdings

This table gives you a detailed report of all your existing holdings across asset classes in the Future Capital and Non Future Capital portfolio.

The Future Capital Portfolio gets updated automatically, as per your transactions with us. In this section, you can also update all your non-Future Capital transactions, which will allow you to have a consolidated portfolio. Just go to Add Transactions, and enter the transaction details.

Choose a desired Asset class, and the available Product Categories under it to view the portfolio.

You can also choose to generate a singular report for your Future Capital portfolio / Non-Future Capital portfolio or a consolidated report to include both portfolios.