We have revamped the investment dashboard on the ET Money app.
It’s now more informative and detailed to help you better manage your finances.
Let’s take a quick look at what's new.
A thread🧵
It’s now more informative and detailed to help you better manage your finances.
Let’s take a quick look at what's new.
A thread🧵
The primary dashboard remains the same.
You see the value of “current” investments, the principal amount, and unrealised gains.
Right below this, you get investment details of all your investments made till date.
You see the value of “current” investments, the principal amount, and unrealised gains.
Right below this, you get investment details of all your investments made till date.
We have added five additional details.
👉 Total invested - funds invested through the lifetime.
This gives you an exact figure of the amount you have invested till date. You no longer need to search through multiple statements.
👉 Total invested - funds invested through the lifetime.
This gives you an exact figure of the amount you have invested till date. You no longer need to search through multiple statements.
👉 Total returns
This displays the profits/losses your portfolio has generated till date. It doesn't matter whether you have booked them or haven’t. You get an overview of your portfolio's performance till date
This displays the profits/losses your portfolio has generated till date. It doesn't matter whether you have booked them or haven’t. You get an overview of your portfolio's performance till date
👉 XIRR
This shows portfolio level annualised returns till date, including your lump sum and SIPs.
This is the best way to measure your portfolio's performance.
This shows portfolio level annualised returns till date, including your lump sum and SIPs.
This is the best way to measure your portfolio's performance.
👉 Total withdrawn
You get to check all your redemptions till date here.
It helps you keep a track of the money withdrawn by you from your portfolio.
You get to check all your redemptions till date here.
It helps you keep a track of the money withdrawn by you from your portfolio.
👉 Realised returns
Get to know the total profits or losses booked by you.
You get to see this along with your redemptions for complete understanding of your portfolio's past performance.
Get to know the total profits or losses booked by you.
You get to see this along with your redemptions for complete understanding of your portfolio's past performance.
The new detailed and comprehensive dashboard continues to be simple and clean.
You don’t have to upload or share any new information.
It offers a bird’s-eye view of your investments and puts you in total control.
Download the ET Money app to experience it. 😇
You don’t have to upload or share any new information.
It offers a bird’s-eye view of your investments and puts you in total control.
Download the ET Money app to experience it. 😇
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