How can I generate a Portfolio Summary (Live Unit) Report for a client on the Partner Portal? How can I download a Capital Gains and Loss report on the Partner Portal? How can I view the Live SIP Report on the Partner Portal? How can I download a client’s Account Statement on the Partner Portal? How can I share reports directly with my clients on the Partner Portal? How can I get reports for my entire client book on the Partner Portal? How can I get Stocks (India) and US Stocks reports such as P&L, holdings or contract notes on the Partner Portal?