Get Insights On Your Investments

Get Insights On Your Investments

The Insights on the Investments module give you a quick summary of your trading activity, helping you understand your performance and trading patterns at a glance. These insights are automatically generated based on the trades from your connected broker accounts.

Steps to get insights on your investments:
Info
Make sure to connect all your broker apps before this. Click here to learn how.
1. Go to Investments.
2. On the Dashboard tab> Scroll down to 'Insights based on your Investments'.

Available insights

You will be able to see the following insights here:
  1. Most Profitable Day: The day you made the most amount of gains.
  2. Most Traded Asset: The scrip you traded the most, based on total quantity traded.
  3. Most Traded Account: The broker app through which you placed the highest number of trades.
Notes
All insights are calculated for the current financial year.

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