portfolio tracker a one stop destination for tracking all your investment
TRANSCRIPT
Portfolio TrackerA one stop destination for tracking all your investment.
Table of Contents Login First time Login (OTP) My Portfolio Portfolio Analysis – (i) Portfolio Analysis – (ii) Portfolio Analysis – (iii) Portfolio Analysis – (iv) Performance Password Change
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Login
Please enter the following url: http://bmawc.cmlinks.com/
Click on Client Login button
Enter your Login ID and in box of password (First time user) enter your PAN card Number.
Please press Login button after entering credentials.
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First time Login (OTP)
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Client NameClient Name
Enter OTP(one time password) send to you via email to your registered email-id.
Enter your desired new password and reenter to confirm the new password.
Enter the captcha code as given in the right side
Click on the save button after entering the details
My Portfolio
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Index Value
This table shows your asset class such as (Stock, Futures, etc.) with respect to cost value Day’s Gain/Loss, Unrealized gains, Market values etc.
Portfolio Analysis – (i)
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Click on Analysis button for portfolio analysis with respect to your holding
Graphical representation of your portfolio summary and equity holding
Portfolio Analysis – (ii)
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If you scroll down the portfolio analysis window you will find sector wise stock holding analysis such as Equity Sector Allocation, Mutual Fund Holdings, Mutual Fund Category wise allocation
Portfolio Analysis – (iii)
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Further scroll down the portfolio analysis window you will find sector wise stock holding analysis such as Commodity Holdings, Currency Futures Holdings, and Currency options Holdings
Portfolio Analysis – (iv)
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Further scroll down the portfolio analysis window you will find sector wise stock holding analysis such as Mutual Fund Category wise allocation, Futures Holding, Options Holding.
Performance
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Client Name
Stock Name
Stock Name
Stock Name
Click on Performance button to reach this page
This table gives you 1 Week, 1 Month, 3 Month, 6 Month, 1 Year, 3 year and 5 Year return based on your current Securities holding
Password Change
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Client Name
Click on Change Password to change password
The End
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