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Distributor Guide · Guide 06

Individual Analytics

Rabbit Invest gives performance insights at an individual, family, and business level. Individual Analytics gives detailed insights for a specific client — holdings, SIP status, sector exposure, and more.

  1. ·
    Click on the Analytics tab on your dashboard. Choose 'Individual Analytics'.
  2. ·
    View the Overview for a specific client. See AUM, xIRR, asset allocation, and portfolio breakdown.
  3. ·
    Explore technical analysis, sector and stock-level performance. Apply filters for deeper assessment of the individual portfolio.
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