We heard you and here we are with the update
It has always been our sincere endeavor to give the best experience to our esteemed users. We always strive for improvement by listening to user feedback. For last couple of weeks, we worked really hard to launch a new feature for our MF portfolio tracking users.
In the upcoming update of app, you will find two portfolios:
- WealthTrust portfolio
- Overall portfolio
WealthTrust portfolio will display all transactions, including Switch, Buy, SIP, Redeem, performed on the Wealthtrust app.
Overall (previously ‘Existing’) portfolio, on the other hand, will capture all transactions captured from your consolidated account statement (KARVY/ CAMS) and schemes added manually by you.
Q1 – How is ‘Overall portfolio’ different from ‘Existing portfolio’?
Existing portfolio showed only those transactions that were done outside the WealthTrust app .
In the Overall portfolio a user can see ALL transactions that are present in his/her CAMS/KARVY statement or were manually added.
Q2 – How does it improve tracking experience?
Our previous logic worked just fine to give users transacting from both WealthTrust and Overall channels a clear picture of their entire portfolio. However at times we faced issues to efficiently segregate transactions.
In the interest of users and to avoid any ambiguities, we have launched two separate portfolios and you will be able to track the growth of both of the portfolios seamlessly.
To reiterate, Wealthtrust portfolio will contain the transactions done on the Wealthtrust app and Overall Portfolio will contain all the transactions listed in your CAMS/Karvy statement along with the transactions manually added by you.
We hope you like the feature built to help you keep a tab of your investments on the go. For any concerns, feel free to call us.
Q3. Any other new features?
Yes. There are few more exciting features for you:
- 1 – Day Earnings of your portfolio and individual funds.
- XIRR values.
- Morningstar Ratings.
The new update is available on PlayStore.
Do give us 5 stars if you loved the new update 🙂