PORTFOLIO & PLANNING

Tracking Your Portfolio

Your Portfolio page is where every investment you hold — mutual funds, stocks, and fixed deposits — lives in one consolidated view.

Getting your holdings in

  • Automatic import — upload your CAS or NSDL/CDSL statement and let PrimoAI extract everything at once.
  • Manual entry — add a holding directly on the Portfolio page if you'd rather enter it yourself, or if you're adding just one or two investments.

What you'll see

For each holding: current value, units/quantity, and how it's performed. Mutual funds are valued using daily NAV data; stocks use live market prices. Together, this gives you a real-time read on your total net worth across investments.

Once your portfolio is populated, PrimoAI can answer questions about it directly — try asking "What's my asset allocation?" or "Which fund is my biggest holding?"

Related tools

  • Rebalancing — get suggestions to bring your allocation back in line with your targets.
  • Overlap Analyzer — check whether your mutual funds are duplicating the same stock exposure.
  • FD Tracker — track fixed deposits alongside your market investments.