We have updated the app to give you a better experience
- Steps to check Mutual Funds portfolio on an older version of our app
- Steps to check Mutual Funds portfolio on the updated version of our app
Steps to check Mutual Funds portfolio on an older version of our app:
Step 1: Log in to the Upstox app using your User ID and Password.
Step 2: Enter your birth year to verify your account.
Step 3: Go to the 'Invest' tab from the bottom navigation bar and click on 'MF portfolio' from the Mutual Funds section.
Step 4: Under ‘MF portfolio’, click on ‘View Investments’.
Step 5: Here you will be able to view your investments.
Step 6: When you click on an investment, it will give you a detailed view of the selected investment.
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Steps to check Mutual Funds portfolio on the updated version of the Upstox app
Step 1: Log in to the Upstox app using your 6-digit PIN or biometrics.
Step 2: Go to the ‘Discover' tab from the bottom navigation bar and click on ‘Your portfolio’ from the Mutual Funds card.
Step 3: You will be directed to the Mutual Funds web page. Here click on ‘View Investments’ under ‘MF Portfolio’.
Step 4: You will be able to view your Mutual Funds investments.
Step 5: When you click on an investment, it will give you a detailed view of the selected investment.