 COL Financial launched a 'Portfolio Summary Report' to enable its clients to monitor and assess their monthly performance. As part of the company's commitment to guiding its clients through the investing journey, COL Financial has made this report available through its platform. COL Financial's clients will enjoy the following features: Account Performance COl Financial clients will now be able to track their portfolio and stay on top of their investments by getting quick insights into their performance. Current Asset Mix COL Financial clients can get an overview of their portfolio's current composition, including cash, stocks, and funds, along with their respective weights. To generate this report through your COL account, follow these steps: Step 1: Log in to your COL Account Step 2: Go to the 'Trade' tab and click on 'Portfolio' Step 3: Click on 'View Portfolio Summary Reports', select the month of the report you want to generate, and download to view your report  
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