How to Switch Portfolio and Financial Year

Invest Plus allows working on one portfolio and one time period at a time. These quick steps will guide you through the process of changing portfolio and time period:

• First, go to the ‘Home’ tab in the software.
• For switching the portfolio, select the ‘Switch Portfolio’ tab from the ‘Home’ menu.

• A pop-up box will appear from which the portfolio’s name on which you wish to work on has to be selected.

• For switching the time period, select the ‘Select Period’ tab from the ‘Home’ menu.

• A pop-up box will appear from which the time period/financial year is to be selected.

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