To make the Unovest portfolio reports more useful to you, we now introduce the Download Reports feature.
So, if you need the capital gains report to file your taxes or get a quick printout of your portfolio summary, do it now.
You can now download your portfolio reports from your Unovest Account. Go to the respective report page. On the right hand side of the report, you will see a PDF icon as well as an Excel icon.
See the image below.
Just click on the format you need (PDF or Excel) and the report will download for you on your computer. (In some cases, it can take some time for the report to download. So click once and wait for the download.)
You can download the reports for consolidated holdings view as well as CAN wise reports (under the Premium Section).
The reports that you can download are:
- Portfolio Summary
- Portfolio Analysis
- Gain / Loss reports for your capital gains
- Possible Commission Savings
Premium Service – Uno reintroduced
I know, you want to add one more CAN to your account so that you can see your family portfolio in one place, with a single login.
You want to do direct plan transactions for your spouse’s CAN too, in the same account, without having to log in and log out of multiple accounts.
You wanted to know Unovest recommendations on building your own winning mutual fund portfolio.
You can now get access to all of these through the Uno service.
When you subscribe to the Uno service, you can:
- Add 2 CANs in your login, track portfolios CAN wise
- Transact in direct plans of mutual funds for both CANs in a single login
- Access to 5 mutual fund portfolios as recommended by Unovest
Like all other services, this is a 365 days or 1 year service.
In the left hand side menu, the subscribe button is under the Premium Section.
Go ahead and download your reports or build and track your family MF portfolio with Uno.