You can view your portfolio by logging into your Angel One account and clicking on the “Portfolio” tab. This section shows all your investments clearly, with details like the current price, total value, and how much profit or loss you have made. It helps you understand where your money is invested and how each asset is performing.
What Information Is Displayed in the Portfolio Section?
The portfolio section shows a clear summary of all your investments including stocks, mutual funds, ETFs, and bonds. You can see the quantity you hold, the current market price, the total value of each holding, and the overall profit or loss. This helps you quickly understand how your investments are performing and which assets are growing or declining in value.
Can I Track My Portfolio Performance Over Time?
Yes, Angel One provides tools to track your portfolio’s performance over different time periods like days, weeks, months, or years. You can check charts and reports that show how your investments have grown or fallen. This helps you understand trends and make better decisions to improve your returns.
Is Portfolio Information Updated in Real-Time?
Yes, the portfolio section updates automatically with real-time market prices during trading hours. This means you always see the latest value of your investments. Real-time updates help you make quick decisions when market prices change.
Can I Download or Export My Portfolio Details?
Angel One lets you download your portfolio details as Excel or PDF files. This feature is helpful if you want to keep a record or analyze your investments offline. You can easily save and print reports for your convenience.
How Can I Use Portfolio Information to Make Better Investment Decisions?
By regularly checking your portfolio in Angel One, you will know which investments are performing well and which are not. This helps you decide if you want to buy more, sell, or hold a particular stock or fund. Keeping an eye on your portfolio makes your investing smarter and helps you grow your wealth steadily.
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