What are the Features and Benefits of the Portfolio Tracker?

The Portfolio Tracker helps you track your portfolio and gives you complete information on all securities bought and sold, along with their current prices. You can view and track all your equity, mutual fund, and derivatives investments through it.

You can also analyse profits and losses made on your trade. Based on the information in the tracker, you can decide whether to buy or sell. It saves you the effort of maintaining different sheets to track your investments. The portfolio tracker also gives you details of bonus shares issued on stocks and auction details if any of your trades are involved in the auction of shares.

You can also access the following statements through it:

• Transaction statement for every transaction made in equities, derivatives and mutual funds
• Statement of holding, which gives you detailed information on equities, derivatives and mutual funds you currently hold in your Demat account
• Gain/loss statement through which you can check the gains or losses made during a specific period
• Financial year-wise realised P&L statement through which you can check the realised gains or losses made across different financial years

You can access the tracker by logging into your trading account with your credentials and clicking on the "Equity Portfolio Tracker" link. This link is under the "My Investments" Section.