XIRR of the whole portfolio

Feature Requests ✋
1

Can you guys start showing portfolio-wide insights about XIRR, Beta score etc.? Right now, xirr is only provided for individual stock, not the whole portfolio.

2 Likes
2

Hi @mark3tn00b

Yes, at this moment, XIRR is available only for individual stocks. We’ve noted your suggestion to show it portfolio-wise as well.

1 Like
3

Thanks for taking this up. I hope it gets prioritized as from my experience in last 2.5 years, Dhan is only focusing on Intraday and FnO “traders” with minimal features for Long-term investors.

One suggestion - It would be beneficial for Dhan to make the code open-source so that the community helps to make it more reliable and improve development pace.

4

This feature I requested in 2022 and followed up in 2023 is still not taken up when we are almost saying goodbye to 2024, while the UI tweaks (not even improvements) were prioritized. I have a few theories why Dhan doesn’t prioritize it:

  1. Seems like Dhan doesn’t think individuals would get any benefit from understanding how their portfolio does, or is it that Dhan wouldn’t get benefit if the individuals get a clarity on how their portfolio does (the most plausible reason for me).
  2. Dhan is officially “made for traders”, so much that “investors” are almost forbidden. In that case, you could change the tagline from “made for traders” to “made for traders, not investors” to be extra explicit.

Let alone the charts or any other Portfolio analysis tools, there is not even Portfolio XIRR. In 2022, I was under the impression that company is in very nascent stage and must be working a lot, but now the “initial days” are over and reality is showing up.

Sorry if I chose harsh tone, but 3 years of unfruitful patience should justify it, I hope.

P.S.: I have been a very loyal Dhan user since the company just formed, but I think the Portfolio Analysis is the most crucial feature, and not keeping it in roadmap reflects a lot about the company’s goals. I can only wish Dhan chooses the path that’s the most beneficial to its customers.

5

Hi @mark3tn00b,

Thank you for sharing your thoughts—I completely understand your perspective and empathize with it. Rest assured, we are actively working on enhancing the experience for long-term investors, as reflected in the many new features we’ve introduced. I would also like to address your pointer wise theory.

  1. We’re actively working on enhancing the portfolio and reports to provide you with more detailed insights that will significantly aid in making informed decisions.

  2. We’re also continuously introducing new features and system improvements tailored for users focused on long-term investing. While technically any order placed is classified as a ‘trade,’ our tagline, MadeForTrade, reflects that anyone participating in the markets is part of our user base. :slight_smile:

Lastly, the feature you mentioned is already in our roadmap and is expected to go live very soon. Thank you for your patience and continued support—it means a lot to us!

6

Thanks @RahulDeshpande I hope Dhan starts focusing on and brings up Portfolio Analysis tools soon. A full portfolio insight is more important than individual stock performance for a long-term investor, in general. And it is a very big missing part in Dhan platform.