(Resolved) Tax n Term Option missing in my portfolio section

During chatting on a topic, one of your customer executives sent this screenshot (as attached) but in my portfolio section still Tax & Term option not available.
i have sent feedback to ur team many times but still no resolution.
Also my portfolio screenshot attached for your reference (where tax n term option is not available)
plz implement the same with your all clients so that it would be useful.


Hi @ravi.yadav770 At this moment portfolio holdings are designed to work this way. Users with higher holdings get all advance analytics, there is very little to show if there are - single holding as displayed in your screenshot.

Hii Dear

The single holding screenshot is not mine, this is what I received from your customer executive (read my main created topic carefully, what I have written…)

Mine holding is 10 with investment of >50k.

In my portfolio section showing only allocation, insights, p&l option, but the screenshot which I received from ur executive was showing option of tax n term instead, which is not showing in my profile.

U mis-understood my msg.

If still any doubt do let me know.
Again read my query

I wrote tax n term is not showing in my portfolio section.

Tax n term option available in screenshot which is having only one holding (which I received from your team), now again comes to your answer - if single holding stock portfolio customer showing tax n term option then why not mine 😃

It means jisne bheja screenshot uske paas to ye option hona hi nhi tha or mere paas by default hona tha, but due to your technical fault it’s not available in my portfolio instead I’m holding 10 stocks , but it’s available in person portfolio where only one stock in holding :joy: :smiley:

Now what to do ?

Hi @ravi.yadav770,

We are having this checked with our concern team and will update you soon.

Hi @ravi.yadav770,

This should be good now, thanks for highlighting.