A lot at your disposal

In the previous part of the story, we learnt about the Performance feature present in the My Investments section of our website. This story is all about the Analysis and Tax features also present in the aforementioned section. ANALYSIS This page delivers a much deeper level of algorithm-driven insights to help you learn what is right and what is wrong with your investments. The entire format is divided across six broad themes, namely Immediate Actionable, Suitability, Quality, Liquidity, Diversification and Composition. What you see here are the aggregates but you have the option to drill down to the holding level by clicking on the 'see details' link. TAX Calculating capital-gain tax is an arduous task for a lot of investors but not for the users of our 'My Investments'. You get a detailed calculation of your realised and unrealised gains for every holding, both short-term and long-term, for each financial year since you have started invest

This article was originally published on January 06, 2022.