Please help how can we see xirr of stocks & mutual funds…-
For stocks portfolio, can we see xirr of all the stocks separately on one page or we have to click on every holding & see xirr separately ?
Can we see xirr of the entire demat portfolio ? If yes, is there an option to exclude/include sgb & ETF from the entire demat portfolio ?
Can we see xirr of all mutual funds separately on one page or we have to click on every fund & see xirr separately ?
Can we see xirr of the entire Mf Portfolio ?
Can we sort the stocks / m.funds according to increasing / decreasing XIRR ?
Is it possible to see combined XIRR of the entire investment portfolio (stocks/etf/mutual funds/etf etc) ?
Do u show Xirr for investment of all durations ? Like even for 10 days ?
For reference: zerodha stocks / coin both shows xirr for 1+ year only whereas groww shows xirr when MF investment > 1 month.
Pls respond to every point. It will be very helpful for all the users.
For seeing XIRR of stocks/ETF, please check the “% Returns” tab in Portfolio, in your Dhan App. Here you should be able to see the XIRR of each scrip you have invested in. This is available for both stocks as well as ETF. We currently, do not show a combined XIRR of the portfolio. The XIRR is shown for the entirety of the period for which you have invested in a particular scrip.
Separately, we are working on showing the XIRR of mutual funds as well, this is on our roadmap and we will let you know once it is live.
Yes, XIRR is calculated for every stock and ETF in your portfolio, irrespective or period. If there are multiple investments and/or redemptions even in a short period, XIRR will be visible.