Yes, Angel One shows unrealized gains and losses in your trading and investment account. This feature helps you see how much profit or loss you have on your current holdings before selling them. You can track your portfolio’s performance easily and make better decisions on when to buy or sell.
What Are Unrealized Gains and Losses?
Unrealized gains and losses are the profits or losses on your investments that you have not yet sold. For example, if you bought shares at ₹100 and the current price is ₹120, your unrealized gain is ₹20 per share. These values change as the market price changes.
How Does Angel One Display These Gains and Losses?
Angel One provides a detailed portfolio dashboard that shows your current holdings along with unrealized gains and losses. You get real-time updates on the value of your investments, helping you understand how your portfolio is doing without selling the stocks.
Why Is Tracking Unrealized Gains Important?
Tracking unrealized gains and losses helps you know how your investments are performing before you decide to sell. It shows the potential profit or loss if you sell right now. This helps in making smarter decisions on when to hold or exit stocks.
Can Unrealized Gains Affect Tax Planning?
Unrealized gains do not impact your taxes until you sell the asset and realize the profit. But knowing your unrealized gains helps you plan your taxes better by deciding the best time to sell and manage your capital gains tax efficiently.
How Real-Time Is the Unrealized Gain Data?
Angel One updates unrealized gains and losses in real-time during market hours. This helps you keep track of your portfolio value as prices change, giving you a clear picture anytime you check your account.
Can You Customize How Unrealized Gains Are Shown?
Yes, Angel One allows you to customize your portfolio view. You can filter stocks, sort them by gains or losses, and view detailed reports. This makes it easier to focus on the investments that matter most to you.
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