Portfolio

This section contains:

1. How to Open the Portfolio page

2. Search for Security in Portfolio

Under "Portfolio", you can view all of your Investment Details, Trading Position Details, and a snapshot of your investments made through Smartfolio. This is the one-stop destination to stay up-to-date and informed about your financial investments.

How to open Portfolio Page

To open the "Portfolio" page, follow these steps:

• Locate the "Portfolio" on the navigation menu.

• Click on the "Portfolio" to open the Portfolio page.

• By default you will be on the "Holdings" tab.

• The "Portfolio" page have multiple tabs or sections, such as "Overview", "Holdings", "Positions", "Smartfolio" and "Insights".

• To switch between these sections, you can click on the tab name.

• Click on the "Refresh" Icon on the top right-hand side to refresh the page.

Search for Security in Portfolio

A "Search" feature is usually offered on a Portfolio page to help you find specific securities in your Portfolio quickly and easily. This feature can be beneficial if you have a significant number of Holdings, as it allows them to quickly access the information they need without manually scrolling through the entire list of Holdings.

Read More: Why does a dollar symbol appear next to the name of some shares?

How to search for a security

To Search for any security, follow these steps:

• Click on the "Portfolio" tab to access the Holdings/Positions page.

• Select the "Holdings" or "Positions" tab by clicking on it.

• Locate and click on the "Search Bar" at the top left-hand side of the tab.

• Type the "Name of the Security" you wish to find.

• If the searched symbol is part of your "Holdings" or "Positions", it will be filtered and displayed.

• To clear the search and remove the filter, "Backspace" the typed text.

Please Note: This feature is provided in both the Holdings and Positions page to allow you to easily find securities information in both pages.

Group View

Here, you can create Groups and group the Holdings/Positions according to your wish for easy watch. By default, the Holdings would be under a group "Unallocated Group".

To get the Group view, Click on the "Group View" Icon.

How to Create a Group

You can create Groups in both Holdings and Positions.

To create a Group, follow these steps:

• Go to "Holdings/ Positions" page, wherever you want to create a "Group".

• Locate the "Group View" Icon at the top right-hand side and click on it.

• By default all the Securities will be under a Group called "Unallocated Group".

• As soon as you click the "Group View" Icon, the "Create Group" Icon will appear adjacent to it.

• Click on the "Create Group" Icon and a pop-up will appear.

• Click "Cancel"Button if you do not wish to continue.

• If you wish to create a group, First enter the desired "Group Name".

• Then, click "Create"Button and your New Group would be created.

How to Edit the name of your Group

To edit the Group Name, follow these steps:

• Go to "Holdings/ Positions" page, wherever you want to edit the name of the "Group".

• Locate the Group you wish to "Edit".

• Towards the adjacent side of the name of the group you can find "Three dot" Icon.

• Click on that and a "Select Box" will appear.

• Click on the "Edit" option.

• Click "Cancel"Button if you do not wish to continue.

• If you wish to "Edit" the Group Name, enter the New Name.

• Then, click "Update"Button and your New Name would be updated.

How to Delete the Group

To delete a Group , follow these steps:

• Go to "Holdings/ Positions" page, wherever you want to edit the name of the "Group".

• Locate the Group you wish to "Delete".

• Towards the adjacent side of the name of the group you can find "Three dot" Icon.

• Click on that and a "Select Box" will appear.

• Click on the "Delete" option.

• Click "Cancel"Button if you do not wish to continue.

• Delete the group by clicking the "Delete" Button.

• The selected group will be deleted and the holding in that particular group will move to the "Unallocated Group".

Ungroup View

To view the Holdings/Position in Ungroup view, click on the "Ungroup View" Icon.