How can I understand Net Assets Added for Stocks (India) and US Stocks on the Partner Portal?
Net Assets Added shows the value of new assets your clients have brought in this month: all pay-ins and holdings brought in, minus pay-outs. It is split by product.
Where to find it: Dashboard > Performance Overview > Net Assets Added
Key points
- Stocks (India): net assets added to your clients’ Indian trading and demat accounts, including transfers from another broker.
- US Stocks: net assets added to your clients’ US stock accounts.
- Related cards show Stock Orders (India) and US Stocks Traded (Value) for the month.
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