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Portfolio Health : Understanding Portfolio Review

WEBPortfolio Health : Understanding Portfolio Review (15) What is Portfolio Health Review? What benefit will I get by taking actions on the Portfolio Health Recommendations? …

Actived: 2 days ago

URL: https://help.scripbox.com/support/solutions/folders/3000021829

How does your algorithm work

WEBHow does the Portfolio Health review work? Portfolio Health evaluates each fund in your portfolio by assigning a score ranging from 1 to 100. This score is based on …

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What benefit will I get by taking actions on the Portfolio Health

WEBBy considering your entire portfolio, we provide you with more accurate and personalised recommendations. This comprehensive assessment helps you gain a clear …

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Portfolio Health : Recommendations

WEBYou recommended withdrawal from a fund, but I still see some units of the same fund in my portfolio. Can you explain what is full exit / partial exits? I see same 2 funds marked for …

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Portfolio Health Logic Updates

WEBPortfolio Health Logic Updates. Modified on Wed, 10 Jan 2024 at 11:23 AM. Main issue with the current exit criteria. 1. Staggered exits do not create closure - “I just …

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Reviewing your Portfolio

WEBWhat benefit will I get by taking actions on the Portfolio Health Recommendations?

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How often will Scripbox suggest reviewing my mutual fund …

WEBWe recommend reviewing your entire portfolio on a quarterly basis. This regular monitoring helps maintain stability in your portfolio and prevents large exits. It's important to …

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What are the dimensions based on which you evaluated my …

WEBModified on Tue, 27 Jun 2023 at 04:09 PM. Scripbox Portfolio Health assesses your portfolio based on 9 critical parameters. These include -. Credit quality We assess if the …

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Can I review my entire family’s investments on Scripbox

WEBYes, you can. Scripbox Portfolio Health reviews the mutual fund investments of all the family members added. This includes both Scripbox and external investments. Certain …

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What will happen if I don't take actions on my portfolio

WEBIf you don’t act on your recommendations, you may potentially have underperforming or at-risk funds in your portfolio. This may hamper portfolio growth and potentially deplete …

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Do you actively rebalance the portfolio based on growth strategy

WEBActive rebalancing involves exiting and reinvesting based on specific objectives, such as recommendations from the Portfolio Health check or fund quality. However, it's …

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How often can I regenerate my Portfolio Health report

WEBWe recommend reviewing your portfolio once every quarter. However, if you have made any additions or modifications to your portfolio in the meantime and wish to review it, you …

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Will Scripbox review mutual fund under all my plans

WEBScripbox Portfolio Health will review mutual fund investments under all your plans except for the following - Tax Saver, Smart Transfer Plan, Principal Protection and Growth, and …

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Portfolio review is available on other platforms

WEBWe don't just review your mutual fund investments with Scripbox but also look at your external investments. We allow you to seamlessly sync and update all your investments …

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You recWhy I Still see some units of the same fund in my portfolio

WEBIf the fund that you have invested in is not a recommended fund, meaning the score is less than 35, then we suggest a full exit from this fund. But if we have a neutral view on a …

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What new features have you added to Scripbox

WEBHere are a few new features that you can explore - Family Portfolios: Plan your finances and goals together with the convenience of multiple investor portfolios.. Growth Strategy: …

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Why Scripbox Recommended Funds Change Every Year

WEBModified on Tue, 27 Jun 2023 at 03:35 PM. The concept of "best funds" is not static as various factors such as market fluctuations, mutual fund company performance, fund …

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Though the funds for exit were same, why is the exit amount …

WEBThis particular fund would have been in the Neutral category. Since we recommend a certain percentage of exit considering the score of the fund and the family portfolio size, …

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What is a Switch transaction

WEBWhen reviewing your investments outside of Scripbox, we have a convenient and hassle-free process for handling fund exits. To simplify the procedure, we temporarily switch …

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Will I have an RM or advisor

WEBNo, this is an app-based product. We have phone, e-mail & chat support available 8 am to 8 pm 7 days a week A dedicated RM is available for our HNI clients under the HNI …

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Do you consider asset allocation while recommending …

WEBIf we are asking you to exit 2 funds worth 20,000 in Long term portfolio, then reinvestment will be in Long term portfolio for 20,000.

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