What information is available in the Portfolio section?
Portfolio section gives you consolidated information about all your investments and trades..
This page has 3 tabs:
Holdings - For the stocks that you have purchased and are present in your Demat account
Positions - To track your open & closed positions, as well as your intraday orders
Mutual Funds - For you to track your MF investments.
Click Here to explore your Portfolio section in mobile app.
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Where can I view my Portfolio news?
Click on the insights icon (on top right of your screen) under the holdings section in the portfolio tab. Click on 'Portfolio News' from the pop up menu. Click on the news article you want to read. To do this via mobile app, Click Here
Transfer cum closure is done and units are transferred to target account but still reflecting under portfolio section on MF portal
In this case client needs to follow ARN/broker change process as well. Client has to submit ARN/broker change form to AMC/RTA , once ARN/broker change is done after that only units will not appear on MF portal under portfolio section.
What details are available in each trade's position?
Following information are available in each trade's position: Stock symbol of the scrip Quantity Average Price Last Traded Price MTM Type of Order - Delivery, Intraday, BO, CO and so on. Click Here to check the details of each trade in Positions in ...
What information does Holdings tab provide?
Holdings tab comprises of all your stocks in your demat account. This has two sections: The top section has the consolidated performance parameters of the Holdings in your portfolio. These include the Current Value of your portfolio, Total Unrealized ...
What is Superstars Portfolio?
Superstar portfolio provides shareholdings of large, well-known investors. You can find out which companies the biggest superstar shareholders(individuals and institutional) like Rakesh Jhunjhunwala, Dolly Khanna, Ramesh Damani, Goldman Sachs etc are ...