Yes, you can view all your holdings in Angel One very easily. Just log in to your account on the app or website and go to the “Portfolio” or “Holdings” section. There, you will see a clear list of all your investments like stocks, mutual funds, bonds, gold bonds, along with quantity, current value, cost price, and profit or loss. Everything updates automatically after each trade.
How Do I See My Holdings?
To view your holdings, open the Angel One app or website, then tap on “Portfolio” or “Holdings”. You will find tabs such as Equity, Mutual Funds, Bonds, and Gold Bonds. Each tab shows details like how many shares you own, the market value, and your total gain or loss.
What Details Are Displayed?
You’ll see the name of your investments, number of units or shares, your average buying price, current market value, today's gain or loss, and total gain or loss. This information helps you track performance at a glance and make smart decisions.
Can I Get a Combined Investment View?
Yes, Angel One offers a "Super Portfolio" where you can see all your investments together in one simple screen. This view includes stocks, mutual funds, bonds, and gold bonds, with total value and consolidated gain or loss. You can also turn off number display to keep it private.
How Often Are Holdings Updated?
Holdings and their values are updated in real time right after trade settlement. You can refresh the screen anytime. If you want a hard copy, you can download your holdings as a PDF or Excel report for any date.
Can I Analyze My Portfolio?
Yes. You can sort and filter your holdings by daily gain, overall return, sector, or investment size. There is also a tool to check how diversified your portfolio is, so you can balance risk and growth better.
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