The Angel One portfolio includes your stocks, mutual funds, ETFs, bonds, and other investment details. It also shows how much profit or loss you are making, your transaction history, current value of your investments, and a detailed breakup of each asset. This helps you track and manage your investments easily in one place.

What is Angel One Portfolio?

Angel One portfolio is a dashboard where you can see all your investments in one place. It shows your current holdings, the total invested amount, profit or loss, and the live value of your portfolio. It helps you keep track of your stock market and mutual fund investments easily and quickly.

What Investment Details Are Shown in the Angel One Portfolio?

The Angel One portfolio shows your investment details like stock names, quantity held, average buy price, current market price, total investment value, and current value. It also shows gain/loss for each stock, making it easy to know which stocks are performing well or need attention.

How to Check Mutual Fund Holdings in Angel One Portfolio?

In the Angel One app or website, go to the portfolio section and switch to the mutual fund tab. It will show all your mutual fund holdings, including the name of the fund, amount invested, NAV, current value, and profit or loss. This makes it easy to track how your mutual fund investments are doing.

What Kind of Reports Can You Download from Angel One Portfolio?

Angel One allows you to download detailed reports like portfolio summary, capital gains statement, transaction history, P&L statement, and tax-related documents. These reports help in tracking investments and filing income tax returns with ease.

How Can You Track Daily Portfolio Value Changes?

Angel One portfolio updates in real-time with market movements. You can see how your portfolio value changes daily with price fluctuations in stocks and mutual funds. It helps in making quick decisions like buying more or selling a holding when needed.

Does Angel One Portfolio Show Sector-Wise Investment Breakdown?

Yes, the Angel One portfolio also shows a sector-wise and asset-wise breakdown. You can see how much of your money is invested in which sectors like banking, IT, pharma, etc. This helps in checking diversification and planning better investments.

How Secure is Your Investment Data in Angel One Portfolio?

Angel One uses high-level security encryption and two-factor authentication to keep your investment data safe. Your portfolio is accessible only to you through your login credentials and OTP verification. Always keep your app updated and never share your login details with anyone.