Portfolio Analyzer Report
What is Fixed Income Style?
The Fixed Income Style Box provides a visual representation detailing a fund's credit quality and its sensitivity to interest rate fluctuations. It's a tool designed to offer insights into the risk associated with the bonds held in a fund. The ...
What is Portfolio Analyzer Report?
The purpose of the Portfolio Analyzer report is to analyze an investor’s portfolio and give insights based on different financial measures. For instance, you can determine the proportion of assets invested in different sectors, equity styles, or ...
What is MPT Statistics and what are it's measures?
The modern portfolio theory (MPT) is a practical method for selecting investments to maximize their overall returns within an acceptable level of risk. MPT stresses the importance of diversification. Generally, A high return stock is subject to ...
What does Stock Sector in Portfolio Analyser indicate?
The Stock Sector in a portfolio analyser provides insights into the distribution of equity assets across three supersectors - Cyclical, Defensive, and Sensitive. It further breaks down these holdings into ten primary industry sub-classifications, ...
What is the Equity style in the portfolio analyser report?
The Equity Style Box is a visual tool, manifested as a nine-square grid, that offers insights into the investment styles of stocks and portfolios. By classifying holdings based on market capitalisation and investment styles, investors can better ...
What does holding overlap mean?
Holding overlap arises when an investor possesses the same shares across multiple holdings. For example, consider Mr. Mani, a Fyers client. He has invested ₹1,00,000 in the Franklin India Technology Mutual Fund and simultaneously holds TCS stocks ...
What is Return Analysis?
Return analysis is an integral component of the Portfolio Analyser Report, designed to calculate optimum returns of your portfolio holdings and associated risks. How is it calculated? Risk: This is quantified as a 3-year standard deviation of return. ...
What does a Correlation Matrix indicate in Portfolio Analyser?
A Correlation Matrix provides insights into how closely related the returns of different assets within a portfolio are. By understanding the correlation, an investor can gauge the diversification of their holdings and thus, the associated risk. ...
What is Asset Allocation?
Asset allocation is the process of strategically distributing your investments across various asset classes to optimise returns while considering your financial objectives and risk tolerance. By not putting all your eggs in one basket, you diversify ...
Popular Articles
How long does it take to process a withdrawal request?
Upon placing a withdrawal request with FYERS, here's what you need to know: Same-day Processing: If you make a request between 5:00 AM and 5:00 PM, we process it on the same day. However, if you have open commodity positions/orders in the MCX ...
What are the latest features in FYERS Web?
The latest TradingView library has been integrated on the FYERS Web and the following are the feature updates. New Features: 1. Icons have been provided for Exit positions, Fund Transfer, Basket Order, My Account, User Settings, Refresh Trading ...
What is GTT? Can I place a GTT order in FYERS?
Good Till Trigger (GTT) is an order type where you can set a Target or Stop-Loss, remaining valid for up to one year from its placement. In essence, you determine a price to Buy or Sell a particular scrip, and this order remains active until that ...
Are there Annual Maintenance Charges (AMC) at FYERS?
No, FYERS does not impose any Annual Maintenance Charges (AMC). However, it's essential to note that clients who opened their accounts between 1st April 2020 and 4th June 2021 were subjected to AMC charges until 30th September.
What is the FYERS 30 Day Challenge, and why was it discontinued?
To encourage discipline among traders, we introduced FYERS 30 Day Challenge. Essentially, if you are in net profits for a period of 30 trading days, the brokerage charges incurred during the period will be refunded up to a limit of ₹10,000 per ...