My Investments helps you manage and optimise your investments easily. It collects scattered data of your investments across mutual funds, stocks, PPF and other fixed-income assets and shows their consolidated worth and performance, all at one place. Moreover, it assists you in making investment decisions. With the tool, you can:
- Upload your investment transactions in a few easy steps from CAMS, KARVY, eCAS or from your broker and start tracking all your investments at one place.
- Check the performance of your investments during a selected range of period and the complete value of your investments as on any date in the past.
- Get the consolidated split of your investments in different asset classes and compare how it suits your risk profile.
- Label your investments as per your goal or investor's name. Start evaluating them individually or in an aggregated way. See how close you are to your goal.
- Get inflation-adjusted return and compare it with major indices, fixed deposits and PPF returns. Mark your consistent underperformers.
- Scan your investments for low-rated funds or stocks with a high threat of insolvency.
- Check how much of your investments are not in a direct plan. Shift and optimise your returns.
- Know how much of your investments can be sold right now, how much with and without exit load and tax implications.
- Never miss an important update on your investments with alerts on events such as change star ratings, corporate events, upcoming SIPs or dividends.
- View your investments' worth and performance factoring in the exchange rate effect in foreign currencies, INR, USD, GBP, EUR or AED.
- 'Undo' your mistakes. Go back and edit any entry you have made in your investments--the entire history will adjust automatically.