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Best Portfolio Manager, Online portfolio tracker
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What is the new and improved Smart Portfolio? |
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| A. |
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The new and improved Smart Portfolio gives you a bouquet of features to: |
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i. View and Monitor your portfolios in a single window |
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ii. Interactive charts and comparative analysis |
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iii. Differentiation of long and short term capital gain |
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How many portfolios can I view at the same time? |
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| A. |
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The trades done through HISL will be automatically added to 'HISL TRADES' Portfolio
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In addition to the same you can manually add as many portfolios you wish to have in addition to HISL trades.
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How to add a transaction to portfolio? |
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Click on the 'Add Tran' tab as shown below.
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You can add 5 scrips at the same time through the menu.
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Can I edit / change / delete the transactions added in the portfolio? When will the effect of the same be displayed in the reports? |
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You can edit the transactions in all portfolios (HISL trades and manually created).
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The effect of addition / deletion / change of the same in the reports will appear on the next day.
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How many scrips can be added to a particular portfolio? |
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You can add as many scrips in portfolio as you want.
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Are the transactions added to the portfolio based on my holdings in demat account? |
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| A. |
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The transactions are added to the portfolio (HISL trades) as per the trades done through the online platform and not as per transactions in the demat account.
For the manually created portfolio, the same will be as per the transactions entered by you.
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What do I do incase there is a corporate action in the scrips I hold? |
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In case of corporate actions limiting to split and bonus: HISL will give the effect of the same to your portfolio holdings as on the ex-date.
In case of any other corporate action, the effect of the same will have to be entered manually by you as per the credits / debits in your demat account.
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What is portfolio Holding report? |
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This report gives you a bird's eye view of realized and unrealized gains separately for ready reference.
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What is the 'Transaction Statement' report? |
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This offers a detailed transaction reported for the selected date range.
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What is the Portfolio gain / loss report? |
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This report offers a detailed capital gain and long term / short term classification for your reference.
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Please note that:
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i. The intraday transactions if any will be considered in short term gain / loss |
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ii. Gain loss where the period of holding is more than one year will be considered as long term |
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On what basis is the gain / loss classified as long or short term? |
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Gain loss where the period of holding is more than one year will be considered as long term. The rest will be considered as short term.
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How do I know how the scrip in my portfolio has fared compared to sensex / nifty? |
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Smart Portfolio offers you a comparative analysis between the scrip and NIFTY / SENSEX.
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This will be available for 2 years.
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Are the trades done through HISL updated in portfolio real time? |
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No. The trades are updated in the portfolio at the end of the say and not real-time.
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Only the day gain / loss for the day will be updated real time.
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Are the transactions done in derivatives reflected? |
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No. The portfolio will be updated only with the transactions done in equity / MF segment.
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