Portfolio Analysis¶

Ledger represents everything except currency as commodities. A commodity can be gold, a share, a bond, or a mutual fund. When you own a mutual fund unit, you indirectly own its underlying securities.

Portfolio Analysis unwraps supported funds and shows the securities you own, along with their amount and percentage. It can also group them by industry and rating.

Portfolio Analysis showing the securities held through an investment portfolio

Warning

Underlying-holding data comes from external sources and may be incomplete or out of date. Verify important details before making an investment decision.