Demat account,

How to Monitor Your Portfolio with Your Demat Account Dashboard?


With a Demat account, investors have access to a digital repository where they can store their securities in electronic form and easily access them when needed. Additionally, a lot of Demat account providers feature an easy-to-use dashboard that enables investors to conveniently monitor and manage their portfolio. The Demat account dashboard is a useful tool that offers current insights, thorough reports, and important details about your holdings. We will look at how to use your Demat account dashboard to monitor your portfolio and make wise investment choices in this article.

Getting to the Dashboard of Your Demat Account:

Log in to your account via the portal or app offered by your Depository Participant (DP) to view your Demat account dashboard. Enter your login information, which usually consists of your client IDs and the relevantpassword. Check more on What is demat account?

Overview of Holdings:

You will be able to see a summary of your assets once you enter the dashboard. A list of the securities you possess, including your holdings in stocks, bonds, mutual funds, and ETFs, is shown in this area. Details like the security’s name, the quantity held, its current market value, and the total amount of your investments are included in the overview.

Current Market Information:

Real-time market information, such as stock prices, indices, and market movements, is frequently provided through the Demat account dashboard. With the help of this data, you can monitor the performance of your assets and keep up with current market trends.. Check more on What is demat account?

Detailed Portfolio Analysis:

Use the portfolio analysis tools on the dashboard to learn more about how both your overall portfolio and specific securities are performing. Analyze past results, asset allocation, sector distribution, and other factors. Some dashboards also provide visual representations of the expansion and diversification of your portfolio.

Transaction History: Keep track of all purchases and sales made through your Demat account by looking over your transaction history. This part offers a thorough account of your trading actions, assisting you in reviewing previous choices and formulating future plans. Check more on What is demat account?

History of Dividend and Interest Payments: Keep track of the dividend and interest payments made on your assets. You may monitor your passive income from stocks housed in your Demat account by using the dashboard, which will provide information on all dividend and interest payments.

Keep up-to-date on business announcements and actions, such as bonus issues, stock splits, mergers, and rights offerings. You won’t miss any important updates thanks to the dashboard, which will give announcements from the firms in which you have shares.

Alerts & Notifications: Create customized alerts and notifications to get updates on changes in stock prices, dividend payments, and other important investment-related events. You can stay proactive and react quickly to market changes thanks to this functionality. Check more on What is demat account?

Tax Reports:

Some Demat account dashboards offer tax reports that summarize your capital gains, dividends, and other taxable income. These reports make it easier to determine your tax responsibilities, which can be quite beneficial during tax filing season. Check more on What is demat account?

Research and Market Insights:

Many Demat account dashboards provide research tools and market insights to help investors make informed decisions. Your awareness of different securities and industries can be improved by having access to analyst reports, research papers, and market news.

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