You asked We listened!
Consider the scenario where you have many ongoing mutual fund investments of varying amounts and periods, but you’ve lost track of them. Wish you could track them all in one place? We heard you! The portfolio tracking function on the Finity app is just the solution you need.
Finity is now updated with a brand-new experience of external portfolio tracking. With this feature, we are empowering you as an investor to conveniently track all of your mutual fund investments in one place, even if it was not done on Finity. All it takes are some simple steps from your end.
How to use the new Portfolio Tracking feature on Finity?
Here are a few simple steps to import your external portfolio:
Step 1: Log in to your Finity account, Signup if you have not already done so, it’s super easy.
On the Mutual Fund page, if you scroll down you would be able to find the Portfolio Tracker card, click on it to go to the next page.
Step 2: Also, under the bottom menu Portfolio, you would be able to find Portfolio Tracker.
Step 3: Enter your email id to generate the statement
Your portfolio statement request is acknowledged.
Step 4: Simply forward the statement with the email to us at firstname.lastname@example.org and view the consolidated portfolio on your app.
Important highlights of the new feature
- Consolidates your assets and displays overall portfolio results
- Provides information on portfolio performance
- Shows capital allocation between debt and equity.
- Provides a deeper analysis of your portfolio by showing your top 10 holdings.
- Assists you in better financial decision-making about your portfolio.
Please share your feedback about portfolio tracking in the comments section below or write to us at email@example.com
More to come from us soon!
Team @ Finity