Dear Investors,
At Dhan, we’ve always believed that one becomes better with Investing or Trading by lessons the markets teach us. Every decision in the market has a lesson that one can learn from. Every decision, whether it’s a strong buy or a well-timed exit, carries valuable insights. And to help our users grow with such decisions, we’re excited to introduce a new and very innovative feature: Exit or Sold Portfolio.
This is a unique view inside your Portfolio section that allows you to revisit the Stocks and ETFs that you’ve fully exited. Whether you’re evaluating your past moves or simply curious about how those investments are performing post selling, Exit Portfolio offers a clear, easy-to-understand lens on your past investing decisions.
Of course, and while we are on this topic you also know that Dhan provides very comprehensive Portfolio Insights on the investments / holdings that are already in your portfolio.
What is an Exit Portfolio?
Exit or Sold Portfolio is exclusively shown when you’ve completely sold off or exited a Stock or ETF from your holdings on Dhan. This includes both Stocks and ETFs, but excludes Mutual Funds for now.
Unlike the standard portfolio, this feature becomes visible on a per-symbol basis. For instance, if you once held 100 shares of SBI and have now sold all 100, only then will SBI appear in the Sold Portfolio. However, if even 1 share of SBI is still in your account, it will not be shown here. The view activates only after full exit of a particular scrip / stock.
Here’s What You’ll See:
For every Stock or ETF you’ve fully exited, Exit Portfolio presents the following:
- Stock/ETF Name – From your previously held scrip
- Last Sold On – The date you exited your full position in that scrip
- Peak Shares – The highest number of shares you held before selling
- Last Sold At – The average price at which you exited
- LTP – The current market price of the scrip
- Notional P&L – A hypothetical gain/loss, had you held on till now
This view helps you understand what the investment is doing today compared to when you sold it.
Why This Matters: Your Decision Reflected
To make this even more insightful, we analyze your exit decision:
- If LTP is higher than your sell price → Missed Opportunity (Wrong Decision)
- If LTP is lower than your sell price → Well-Timed Exit (Right Decision)
- If there’s no major difference → (Neutral Outcome)
It’s a simple yet powerful way to build self-awareness, refine strategies, and see how your sell decisions are playing out.
Additional Smart Enhancements
- If there’s been a Corporate Action (like a bonus or split) after your exit, we adjust the data to reflect the true impact — bonus-adjusted shares and prices will be shown to maintain accuracy
- Currently available on the Dhan App, coming soon to Web
- You have been given settings in Portfolio Options where you can turn-off the Exit Portfolio.
Why We Built Exit Portfolio
We designed Sold Portfolio to help you:
- Reflect on exit strategies with real data
- Learn from both right and wrong decisions
- Reinforce or rethink your investing style
- Add depth to your portfolio tracking, even after positions are closed
At Dhan, we constantly build tools that empower our users to take charge of their financial journey, not just through features that assist in execution, but through insights that shape long-term conviction.
Exit Portfolio is one more step in helping you grow as a more informed and confident investor.
Keep Investing
Mahima
