How to review your Portfolio?
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Here's a video explaining how you can review your Portfolio in the Kotak Neo app.
How to Review Your Portfolio on Kotak Neo
Kotak Securities
•01m 19s
- Login
- Click on Portfolio: Here you can review your current investments, market value, Unrealised P&L and Today’s P&L. These numbers are updated on real time basis
- Search within your investments by clicking onSearch Equity
- Click on any scrip or the Dotted Menu option on the right side of the script
- This will open a drop down menu.
- Click on ‘More Details’ to get your investment summary
- You can view your investment summary for the scrip here. You can also Buy/Sell that particular scrip on this page
- Click on ‘View History’ and you can view all the historical transactions of this scrip here.
- Login to the App
- Click on More
- Scroll to Trading
- Click on Portfolio: Here you can review your current investments, market value, Unrealised P&L and Today’s P&L. These numbers are updated on real time basis
- Search within your investments by clicking on Search Equity
- Click on any scrip or the Dotted Menu option on the right side of the script
- This will open a drop down menu.
- Click on ‘More Details’ to get your investment summary
- You can view your investment summary for the scrip here. You can also Buy/Sell that particular scrip on this page
- Click on ‘View History’ and you can view all the historical transactions of this scrip here
This feature is not allowed for this platform.
Still have questions?
What is a Buyback/Takeover/Delisting?
My order is getting rejected with the following error – ‘Order price is outside the trade execution range. Try placing the order again
My order is getting rejected with the following error – ‘The order was rejected to avoid self trade. Try placing the order again’.
Why was the stop loss executed even though the price did not breach the trigger?