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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.
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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.
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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).
#Www moneycontrol com portfolio login pdf
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In this version, you will not need the BSE/NSE/ISIN code to make an entry, which is the scenario in the existing version.
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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. You should select your broker in such a way that the money comes directly to your bank account, in order to avoid such a scenario.Unlocking opportunities in Metal and Mining Sometimes, the broker may keep your stocks in the pool account, following which the money would come to you via the broker themselves. are not received in your bank/demat account.Ideally, dividend money should come directly into your bank account from the company, or the stock giving dividend. You will have to get in touch with your broker, in case dividend, bonus/split etc. portfolio is an investment tracking tool. If you are still facing any issues, do write back to us.Any discrepancy should be sorted out automatically.Save the entry (you need not change any details).Select any historic buy transaction and click on edit.Go to the transaction list of the stock.If you find any issues in the entry, then These transactions are also processed automatically on the scheduled date for your holding in the portfolio. Unlocking opportunities in Metal and Miningĭividend/Bonus/Split entries in your account are processed automatically when you add/edit or sell particular stock/mutual fund.