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  • Bar Charts: These show the cashflows during a particular period (typically a month). These cashflows are of the following sub-categories
    • Dividend: Typically earned on equity investments
    • Coupon: Typically earned on fixed income investments
    • Deposit Interest: Typically the interest income from fixed deposits.
    • Distribution: This is a generic term and includes all coupons, dividends and private equity payoffs etcmiscellaneous income received.
  • For the avoidance of doubt, this chart does not contain realized trading gains (i.e. gains made from trading positions that were closed out).
  • Also any accrued but unpaid amounts (e.g. interest on deposits/loans/bonds that has not yet been paid in cash) are not part of this calculation.


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