![]() bank products give interest at the end of a quarter. For Fixed Income, we have matched real world calculations for each fixed income product (i.e.Premiums are auto adjusted on the scheduled date, while you can also add additional values like sum assured for ULIPs. For ULIPs, you can schedule your premiums to get reminders.You will also get a reminder upfront for upcoming SIP, STP, and SWP transactions. ![]() ![]() In particular, stocks based on direct purchase and indirect investment through mutual funds can be seen. The Consolidated holding report also provides a view of total holding. If you manage your mutual fund portfolio using, you can check your true holding in stocks based on your mutual fund holding.You can also select your view and group investments basis Type, AMC, MF rank, Gaining, Losing, Sector wise, By Size, etc.Your dividends received in mutual funds are processed automatically (either reinvested, or added to cash).Now you can manage STP and SWP transactions, along with SIP transactions.In addition, the mutual fund dashboard has certain new features: For mutual funds and other asset classes, enhanced features such as realized gain, tax calculation, dividend, and other income adjustment, as well as annualized returns, are also available.In addition, you can visualize your portfolio performance in graphical form for each individual stock, and at the asset class level as well.Users can also track their already-sold investments and their annualized returns.Currently, Custom Alerts are available with the existing mail alert feature, but this will be integrated into the dashboard in an upcoming release. moving average alerts, block deal alerts etc.) can be tracked from the alert centre. All previous and upcoming corporate actions (including Results, Board meeting, etc.) can be tracked with the “Corporate Action” tab. With “My News”, you can track news pertaining to your stocks, and you can also track analyst and broker recommendations on your stocks with “My Recommendations”.This is optimized for new tax guidelines and any bonus/split received during the holding period. You can always do a quick check on taxes applicable as of today, before you decide to sell.There is no longer any restriction in the way you can add transactions to your portfolio.The system will always adjust the right quantity, price, gain, and tax. This is applicable even when you make multiple buy/sell edit entries, for any historic date/s. Once you have added a stock to your portfolio, your historic and future bonus/split and dividend transactions are automatically taken care of.Separate dashboard for Stocks (All asset classes now have their very own customized dashboards).PDF upload: Upload contract notes received from your broker (This is a beta feature).You can add a buy/sell entry using the common stock name, similar to how you search for a stock on, and then make an entry. In this version, you will not need the BSE/NSE/ISIN code to make an entry, which is the scenario in the existing version. Excel Utility: You can add buy/sell entries with our Excel upload feature.(This includes all kinds of charges such as exchange charges, GST, SEBI charges, stamp duty etc.) You can also add your broker once, and all charges will be automatically calculated going forward. Manual Entry: You can add multiple buy/sell entries in a single transaction (along with details regarding charges, broker, and SIP).A complete picture of money made on investments, including realized gain, unrealized gain, capital gain, and income from dividend and interest.9 asset classes: Stocks, Mutual Funds, ULIPs, Fixed Income, Property, Loans, Other Assets, and Other borrowings (NPS, F&O, Gold Bond and Cash will be coming in the next phase).(You will still find many similarities in the way you used to interact with the existing portfolio).Here is a list of the major additions in the new portfolio. If you are an existing portfolio user, you will see drastic changes in the way you see, add, and manage data in the latest version. Unlocking opportunities in Metal and Mining
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