Family Portfolio
Add family and track all portfolios in one place!
Once they accept, you can view their real-time holdings in stocks, mutual funds, ETFs and for each, you can see:
Investment amount and current value
Total quantity held across the family
Breakup of holdings by individual (in quantity and %)
In addition, the Family Portfolio includes curated insights through tabs like Multibaggers, MTFs, SIPs, and more.These insights are designed to help you better understand how wealth is distributed and growing within the family, along with portfolio value and asset allocation.
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