Sort your investments using ‘Labels’

The way you observe your investments has a big effect in your investing choices. You should additionally utilise the suitable inputs whereas monitoring your belongings. In any case, if the inputs are poor, your choices might be poor as nicely. That is exactly the place our ‘My Investments’ instrument shines as a terrific facilitator for each investor.

‘My Investments’ is a complicated instrument full of a ton of options. For full particulars, you possibly can try our story – An superior funding tracker for superior traders.

Amongst these options is ‘Add Investments’. With this, you possibly can simply import all of your investments inside a couple of minutes. Take a look at the best way to create your portfolio on Worth Analysis.

Suppose another member of your loved ones has investments with the identical e-mail ID as yours (however a special PAN card quantity). Their investments may also seem together with yours within the funding tracker (due to the identical e-mail ID used). That is the place our ‘Labels’ characteristic comes into play. With this, you possibly can kind and consider your investments as per your want.

Let’s perceive with an instance. As an instance you uploaded your investments in ‘My Investments’ and might view them. Your spouse additionally has some investments with the identical e-mail ID as yours however along with her personal PAN card quantity. Now each your and your spouse’s investments might be showing within the portfolio supervisor – as a result of the investments had been made utilizing the identical e-mail ID.

Now, if you wish to view your spouse’s investments, all you must do is examine her PAN card quantity and uncheck yours and click on on ‘Replace’. This manner, it is possible for you to to view solely your spouse’s investments and take related actions/choices, if any.

That’s the fantastic thing about utilizing the ‘Labels’ characteristic beneath ‘My Investments’. You even have the choice to merge, copy and modify labels. So we advise you discover this characteristic and use it to your benefit.