Comment on Introducing Portfolio Analytics

Shailesh commented on 12 Feb 2020, 05:18 PM

There is an urgent need of Consolidated view of all the holdings in multiple family accounts. Most businessman have multiple Zerodha account in family members name but managed by single person. There is a urgent need to visualize all investment in one place. You might choose to not breakdown Mutual Funds holdings but consolidated just based on Mutual fund scheme name.


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