Ashutosh Gupta explains the simplest way to update your portfolio on the Value Research website
01-Apr-2022
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I've opted for premium service and would like to monitor my portfolio regularly. What's the simplest way to update my portfolio every month as I'm doing monthly SWPs and SIPs?
-Dilip Patil
The simplest way to update your portfolio is to use the upload investments feature of 'My Investments' at Value Research and auto-import functionality to fetch and assimilate your common account statement into the My Investments tool.
Every month once you are through with your SIP and SWP transactions, you simply go and use this auto-import feature. It hardly takes two to three minutes of your time. The system is intelligent enough to de-duplicate the existing entries and only identify and incorporate the new transactions in a particular month.
Also, if, after the first instance of auto import, a user has reorganised his investments by putting or assigning different labels or creating other portfolios out of his investments, the system is capable enough to identify and place those new transactions within the user-defined labels and user-defined portfolios.
So, I'd highly encourage you to try that out. I am very hopeful that you'll find the system brilliant in this respect. It is a pretty quick solution for updating your portfolio without doing any manual entry.
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