Since dhan focuses on smallest of the things like which page to pin for default view, I would like to point a display feature required.
Sir on the overall portfolio page, I linked my bank account to see on one common dashboard whether i have funds for SIP or not. This helps in saving time without the need to open any phonepe, gpay to check balance everytime.
But after i connected my netbanking , my networth has included the bank balance also.
This inclusion is wrong as we are businessman and our acount keeps on crediting debiting with several different transactions giving a wrong sense of portfolio at different point in time.
Pls include a feature where we can only see the investment portfolio. You can bring an option to include / exclude bank balance in the overall portfolio balance. This will help us in ascertaining correct investment portfolio.
Hi @krishag Thanks for suggesting this, how users think of bank balances is their personal view. Dhan provides a detail view of available assets that are linked to the Dhan account.
These features are built keeping the normal usecases in the mind, while there may be exceptions to this… from a product perspective it won’t be possible for us to cater to all of them. We will be introducing option soon to remove bank account (rather delink), so users can manage the view they would want to have.
Yes atleast an option to delink will be great. Hoping that soon.
Would be happy if you also provide a direct option in the app or a re-direct link to aggregator page to revoke permission from accessing bank details by your partnered account aggregator from a privacy point of view. I see this as an urgent requirement.
In the meantime, pls tell us how to do it manually
