Portfolio page needs Overall and Today on same page. Please remove toggle and add directly on page

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Portfolio page needs Overall and Today on same page. Please remove toggle and add directly on page. I have been asking this since 2 years. Why on earth toggle is required for just 2 fields

3 Likes
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Hi @Uday_Krishna_Yalamar Welcome to MadeForTrade Community!

We have noted your feedback to update the PNL without the toggle option.

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I felt the same way when I was looking at the P&L report. Glad to see that this has been brought up as a suggestion to make things better.

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seems Dhan has no intention to make portfolio page user friendly. I have been with Dhan 3 years back and left after much waiting time for this feature. Came back assuming the platform improved for better but not. You may claim that you have done so many improvements for traders, but If you miss basic functionalities, what good those other features for people like us. Making one last attempt and if not done probably move on to Angelone again

  1. No need to have so much clutter on Home page. Infact you can have Home page for user related data e.g Portfolio graphs, Summaries, Portfoilo related analytics, Suggestions, news etc

  2. you can make Markets tab for all market related things in as much clutter as you want (Who cares)

  3. Make a toggle for Watch list with Show / Hide. This will make so much space for Portfolio to have enough columns

  4. In Portfolio Main tab have the following columns

    1. Name

    2. Tag / Trade Type (actual name not Icon)

    3. Multibagger (Icon& X)

    4. Quantity

    5. Avg Price

    6. LTP

    7. Investment

    8. Current Value

    9. P&L

    10. P&L %

    11. Day P&L

    12. Day P&L %

Each of the Column should be Sortable

  1. This page should have a toggle of Group/Individual. When Group is toggled All the stocks should be grouped as per the stock with each group showing Investment, Current Value, P&L, P&L%, Day P&L, Day P&L% etc. You have implemented something in mobile app but even the same not there in Web. I am speaking for myself that I don’t like mobile app for trading and only use Web portal.

  2. You can improve this tag functionality a lot by a having standardized tags e.g. Market Cap, Industry, Sector, Age/Tax etc and provide option to make their Own tags. Current tags are not inline for any one In the grouping option Make a drop down which shows Standard tags and User made tag for grouping. Each group should have a Sub Headline with Summary and expandable to see individual stocks with in the group by clicking expand button of the group

  3. You made the Journal Page very well. But in main web app portfolio implemented very badly. Please improve basic user requirements before going for advanced features for traders

Thanks