Inacle Client
Track and analyze your mutual fund investments with detailed portfolio insights and performance reports.
Key Features:
- Portfolio Dashboard: View total investment, current valuation, dividends (paid and reinvested), gain/loss, and XIRR at a glance.
- Statement of Accounts (SoA): Access detailed fund information including investment amount, units, NAV, market value, transaction history, and performance metrics for each scheme.
- Portfolio Summary: Review consolidated holdings with folio details, dividend tracking, redemption history, and performance analysis (absolute returns, XIRR, weighted portfolio percentage).
- Portal Access: Login to Inacle portal.