Q: Where can I view my portfolio in the app?

A: You can view your complete portfolio by navigating to the “Composition” tab on selecting “Investment Summary.”

Here, you’ll be able to :

• View all your holdings along with their current market value.

• Track the performance of each investment over time.

Refer to the below screenshot for the latest portfolio view:

(Click on the Image to enlarge)

      

• Related Articles

• Q: Can I view my portfolio and performance appraisal reports online?

  A: Investors can view their portfolios via our mobile app with information updated daily based on the previous day’s closing prices.

• Q: Can I track my portfolio directly on Broker App?

  A: Yes, you can monitor your portfolio on Broker app. However, order execution must be done through the app.

• Q: Why is there a difference in the portfolio value between the Samvitti Tattv app and the broker app?

  A: The Samvitti Tattv app includes the advisory fee (₹5,00,000 + ₹9600), whereas the broker app reflects only the invested amount and available cash in the funds tab. Additionally: • The Samvitti Tattv app updates portfolio values daily using the ...

• Q: Can I partially sell my portfolio?

  A: Yes, you have the flexibility to sell a portion of your portfolio holdings. You may inform us via email to support_ia@samvitticapital.com and we can assist with proportionate selling. Please note that only the trades made through our app are ...

• Q: How long does it take for a client's portfolio to be updated in the mobile app after they have been onboarded?

  A : The portfolio in the mobile application is updated on the next day from the account activation day, once the back office system completes its updates. For example: If you have executed orders on T day, the mobile app will be updated on the T+1 ...