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Summary
Open Postions P\L
Total P\L By Main-Strategy
Total P\L By Main-Strategy -Delayed
Total P\L By Sub-Strategy
Total P\L By Sub-Strategy -Delayed
Open positions - Options
Open Options - Options Greeks Summary
Open Positions - All Greeks Summary
All Portfolio Summary
Closed Postions P\L
Realized P/L by Month
Realized P/L by Symbol
Realized P/L -Detailed
Realized P/L by Strategy
All Realized P/L by Strategy
miscellaneous
ROI-BSBPL Account
Client net cash flow summary
Reports
Open positions NSE Qty not in Books
Open positions Books Qty not in NSE
Consol. Portfolio
PortFolio
Strategy-wise YTD P/L Summary
Prev. Strategy-wise YTD P/L Summary
Strategy-wise YTD P/L Detail
MS-Open
JPM-Open
OPCO-Open
Consol. Gains Summary
IB-Open
Consolidation Process
Step 1: Upload Input Xlsx File
Step 2: Upload Output Xlsx File
Step 3: Group-wise PNL
Step 4: Master Group-wise PNL
Chart
Strategy-wise YTD P/L
Historical Asset Class-wise P/L
Historical Asset Stategy-wise P/L
Historical P/L (Sum of filters)
Tools
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Get Greeks Chart
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View Bonds Scenario
Load Allocation Suggestion
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Configuration
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Check CMP
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Load Bonds Scenario
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