Return on Investments (ROI)

Return on investments is always the first and last question that makes everyone speculating about the returns. Return on investment can be calculated as the cost for calculating accounting benefits, and also calculated on market value to analyze the portfolio performance as with current market rates. FINORB provides the user with the facility to see return on investment on various parameters as on cost and as on market rates.

The software provides multiple options to analyze the portfolio statements – sector wise, asset class wise etc. The user can create a model portfolio and compare it with the actual portfolio. Portfolio allocation could be analyzed in a better way with the various combination of sector wise, investor wise, asset wise, item group wise etc. Meaningful reports of realized/unrealized gain/ loss long term and short term can be obtained on actual cost basis as well as on opening market value. The software handles split, bonus and dividend. Reports on the basis of annualized and absolute yield can be taken at a single click.

ROI is calculated on the basis of below mentioned points:

ROI Reports Received:

Scroll to Top