New update with exciting features to make portfolio tracking more amazing

Update

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:

  1. WealthTrust portfolio
  2. 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.

Update

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 🙂

18 Comments on “New update with exciting features to make portfolio tracking more amazing”

    1. Hi Channdra,

      We are not listing newly launched funds yet but rest assured we are going to add them soon. Feel free to WhatsApp us on +91 98790 02229 in case of any further feedback or queries.

      Thanks,
      Team WealthTrust

    1. Hi Anand,

      Our app is 256 bit encrypted (same as used by banks). Only emails related to portfolio statements will be read for auto-update of your portfolio on the app. Feel free to WhatsApp us on +91 98790 02229 in case of any further feedback or queries.

      Thanks,
      Team WealthTrust

  1. New seperate portfolio is OK, but pls also add old view where I can see consolidated status of all portfolios… I don’t want to take out calculator and add where my net worth stands.. hope you understand?

    1. Hi Aklank,

      The overall portfolio contains all your holdings, you don’t need to add up anything. Hope this helps!
      Feel free to WhatsApp us on +91 98790 02229 in case of any further feedback or queries.

      Thanks,
      Team WealthTrust

  2. If I purchase some sip or mfs from other platforms such as Zerodha or etmoney can this auto update feature keep track of all of them using email account?

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