Portfolio Manager: How to create your portfolio with Value Research? With the help of Value Research’s portfolio manager - My Investments, creating and managing your investment portfolio has never been easier
Using Value Research Online

How to create your portfolio on Value Research?

With the help of Value Research's portfolio manager - My Investments, creating and managing your investment portfolio has never been easier

04-Apr-2022 •Ujjal Das

'My Investments' - the portfolio monitoring tool of Value Research offers a simple and hassle-free way to keep a track of all your investments - be it mutual funds, stocks or NPS. It cannot get easier than this.

The 'Upload Investments' feature (from the 'Add/Modify' dropdown under 'My Investments') facilitates perfect automated imports from the Combined Account Statement of mutual funds issued by CAMS.

How to create your portfolio on Value Research?

  • Simply, provide your email address mapped to your mutual fund investments and follow a few simple instructions to unlock the most awesome insights into your investments. You also have the option to upload your CAMS/KARVY pdf or the Excel file to track your mutual fund investments.
  • For your stock investments, you can upload the statement of your stock holdings in the provided Excel template, or import using your broker option.
  • You can also upload your NPS transaction statement which you get from NSDL.

That's it!! Let our intelligent system do its magic now.

So what are you waiting for? It is easier to see for yourself than to describe. Go to My Investments and get a complete and detailed analysis of your investments.

To learn about the features of this awesome tool, check out: An awesome investment tracker for awesome investors

Also watch: How to update my portfolio on Value Research?

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