ACE Portfolio:

The Portfolio Tracker is a tool that gives you reports on the stocks that you hold in your demat account with us. Any stocks that you buy or sell, reflect in your Portfolio Tracker in T+2 days.


What are the benefits?

The Portfolio Tracker puts the power in your hands. You have complete information of what securities you have bought or sold, what price they are currently at and whether you are making profits or losses on your trades.

One-stop shop for data on equities, derivatives and mutual funds. No more maintaining different tracking sheets or manually consolidating your portfolio.

Shares that you move from other DPs to your Kotak DP get automatically updated with zero effort from your end.

It tells you about the unrealized gains / losses that you’ve made through your trades. This will help you decide on future buy / sell decisions.

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