To check your portfolio on the Angel One app, open the app and go to the ‘Portfolio’ section. Here you can easily view all your investments like stocks, mutual funds, and bonds with current value and profit/loss. It’s fast, clear, and helps you stay on top of your money.

Where do I find my portfolio in the app?

In the Angel One app, tap on the bottom menu and select ‘Portfolio’. You will see a detailed overview of your investments, including current market value, total profit or loss, and asset-wise breakup—like stocks, mutual funds, and others.

What details do I see in my portfolio?

Your portfolio shows total invested amount, current value, day’s change, and overall profit or loss. You also get a breakup of each stock or mutual fund, showing how much you own and its performance.

Can I see category-wise investments?

Yes, the app groups your portfolio into categories—like equity, mutual funds, debt, and more. This helps you quickly understand where your money is invested and whether you are balanced or need adjustments.

How do I track daily profit or loss?

Right at the top of the Portfolio screen, you will see 'Today’s Change'. It shows how much profit or loss happened today in rupees and percentage. It updates live when markets are open.

Can I view historical performance?

Yes, scroll down to find 'Performance History'. You can see weekly, monthly, or yearly returns for each holding. This helps you understand long-term trends and plan future moves.

How to refresh portfolio value?

Pull down (swipe down) on the Portfolio screen to refresh data. You’ll get the latest prices and performance. It’s quick and ensures you always see up-to-date numbers.

Why should I check my portfolio regularly?

Checking regularly helps you know if your investments are doing well, and if you need to buy or sell. It also shows when markets move a lot, so you can protect your gains or cut losses early. This keeps your financial goals on track.