Portfolio

See all Investments, Trading Positions, and Smartfolio Holdings.

This section contains:

  1. How to Open Portfolio page

  2. Search for Security in Portfolio

Under "Portfolio", you can view all of your Investment Details, Trading Position Details, and a snapshot of your investments made through Smartfolio. This is the one-stop destination to stay up-to-date and informed about your financial investments.

1. How to open Portfolio Page

To open the "Portfolio" page, follow these steps:

  • Locate the "Portfolio" Icon on the navigation menu.

  • Click on the "Portfolio" Icon to open the Portfolio page.

  • The "Portfolio" page have multiple tabs or sections, such as Holdings, Positions, and Smartfolio.

  • To switch between these sections, you can click on the tab name or use a swipe function.

2. Search for Security in Portfolio

A "Search" feature is usually offered on a Portfolio page to help you find specific securities in your Portfolio quickly and easily. This feature can be beneficial if you have a significant number of Holdings, as it allows them to quickly access the information they need without manually scrolling through the entire list of Holdings.

How to search for a security

To search for any security, follow these steps:

  • Click on the "Portfolio" Icon at the bottom of the tab to access the Holdings/Positions page.

  • Select the Holdings or Positions tab by clicking on it.

  • Locate and click on the "Search Bar" at the top left-hand side of the tab.

  • Type the Name of the Security you wish to find.

  • If the searched symbol is part of your Holdings or Positions, it will be filtered and displayed.

  • To clear the search and remove the filter, click the "x" Icon on the "Search Bar" or click on the "Back Arrow" Icon on the top left-hand side.

Please Note: This feature is provided in both the Holdings and Positions page to allow you to easily find securities information in both pages.

Read More: Why does a dollar symbol appear next to the name of some shares?

3. Portfolio Settings

Data Fields

You can add more Fields such as "Day P&L and Day P&L%", "Invested Amount and Market Value", and "Weighted Average and Average P&L" and Price change indicator to your Portfolio by going to Portfolio Settings. To do so follow these steps:

  • Go to "Portfolio" page.

  • Locate the "Settings" Icon on the top RHS and click on it.

  • This will redirect you to the "Portfolio Settings" page.

  • Here by default, you will be on the "Portfolio Data" page and can see a variety of data fields such as "Day P&L and Day P&L%", "Invested Amount and Market Value", and "Weighted Average and Average P&L" to add to your Portfolio.

  • To include any of these fields to your Portfolio, click on the corresponding "Checkbox" near each field.

Please Note: You are not obligated to choose all the fields, can choose what is relevant for you.

  • Once you have done the selection click on the "Back arrow" to go back to Portfolio page.

  • Choose any security on the Portfolio page and swipe left on the Price Column and you will find the changes.

  • Swipe once to see the "Day P&L and Day P&L%".

  • Swipe again to see the "Invested Amount and Market Value".

  • Subsequent swipes will reveal the "Weighted Average and Average P&L".

  • Furthermore, if you perform an additional swipe, you will be returned to the "Price Data".

Please Note: The change in fields can only be accomplished through left swipe, enabling you to change through the different portfolio data.

To turn on the Price Change Indicator:

  • Go to the Portfolio page.

  • Locate the Settings Icon.

  • You will be landed on the Portfolio Settings page.

  • Click on the 'Other' tab.

  • Find 'Price Change Indicator' and switch it on using the "Toggle" Button.

  • Go back to your portfolio, and you can see a tiny blinking light that flashes green when prices go up and red when they drop.

Compact View

To access the Compact View, follow these steps:

Compact View - FLIP Mobile Portfolio
  • Locate and navigate to the "Portfolio" page.

  • By default you will be on the "Holdings" page.

  • If you wish to have a condensed view of the page, you need to switch to the "Compact View".

  • For that, firstly click on the "Settings" Icon located at the top right-hand side of the tab.

  • Next, swipe/click to select the "Others" tab.

  • Here, you will find the "Compact View" option.

  • Click on the "Toggle" Button adjacent to it to activate the option.

  • Now click on the "Back Arrow" at the top left-hand side to go back to the Portfolio page.

  • You can now customise which data you would like to see.

  • Click on the "Drop-down Arrow" a bottom pop-up options will appear.

  • First row you can see options such as "Market Rate and Average Buy or Sell Rate", "Day High and Low", and "52 Week High and Low".

  • Next row you have options such as "Total P&L and P&L%", "Day P&L and P&L%, and "Market Value and Invested Value".

Please Note: Once Compact View is activated, it is available for both Holdings and Positions.

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