Yes, at Upstox, we value your financial journey and strive to provide you with a comprehensive understanding of your investments by providing-

  • Consolidated Portfolio View: Upstox compiles your investments and presents them in a single, easily accessible dashboard. This view helps you monitor your holdings, track their performance, and make informed decisions.
  • Real-time Updates: Get real-time updates on the value of your holdings and ensure that you have the latest information on your investments, allowing you to react promptly to market changes.
  • Allocation Analysis: Gain insights into the distribution of your investments across different asset classes, sectors, and industries. This analysis helps you assess your portfolio's diversification and make adjustments if necessary.
  • Comparative Analysis: Compare the performance of your investments with other assets or benchmark indices. This analysis aids in understanding whether your investments are outperforming or underperforming relative to the market.