Multiple Portfolios

Can you allow to manage multiple porfolios from UI?

Description:

  • All portfolios are part of same demat account
  • This is just a change from the UI.
  • Currently I can switch between Stocks, MF & ETF. The distinction between stocks and ETF helps a lot.
  • Another page Stocks-2, Stocks-3 can be given.

Use case:

  • Reduce the need to look at core portfolio while doing Swings
  • Manage a separate portfolio for potential multibagger. Different for Special Situations Portfolio and so on.
  • Zerodha is coming up with multiple new features and completely changing it’s platform. A lot of those missing features were in Dhan so I moved here.
    This will be a good feature to add in Dhan to keep it unique

Closest Similar feature

  • Currently you allow us to color the stocks.
  • Even if based on this color, I can see it on the separate Stocks-2 tab, it will be super useful.

Current alternatives:

  • I have to use watchlists & manage portfolio there, but it doesn’t show me total invested, % allocation to each stocks and multiple things.
  • Use separate broker for swing Trading. Problem is then I won’t be able to pledge my stocks and use it as margin.
1 Like

This is something I guess every broker should have, very useful feature.