Hi @Dhan Team,
Request you to add Family Portfolio Tracking in same account. I’m not looking for switching which dhan provides between 2 account.
In many families, even though investments might happen through multiple individual accounts, one person is usually monitoring all the portfolios. It is extremely important to track the portfolio risks in terms of asset allocation and concentration to stocks and sectors not just at an individual level but also at a family level. But getting an accurate family portfolio view is a nightmare. The person managing the accounts would have to cobble together Excel sheets and various other portfolio tracking tools and deal with data quality issues.
You can use Moneycontrol tracking i personal feel better than zerodha where i find portfolio score technical analysis & also you can divide your swing portfolio & Investment portfolio
Yes, please. This is the most required feature for people like us who manage portfolios across family accounts. Apart from Zerodha, Angel One has it too. Hoping dhan would step up in areas like this and make managing family accounts easier, be it portfolio tracking or connecting same mobile number across family accounts. Would make life easier and I’m sure many others would shift their portfolios to Dhan. It’s not like users can’t use this at other platforms, but we want it on Dhan due to the novelty features you launch and don’t want to swindle across brokers for different things and stick with single broker for everything.