My Portfolio:

Advantage AxisDirect

At My Portfolio > Overview > Summary, when All Position Option is selected, below the overall details, asset class wise details are displayed in cards. 

Asset class wise Details available are: 

  1. Current value, amount invested, till date gain/loss and today’ gain loss an unrealized gain /loss along with % contribution of the asset class in overall Portfolio value.
  2. Blue card indicates the selected asset class which is Equity by default. Below the asset class wise details, individual stock / scheme wise All position details are shown in cards. 
  3. On the individual Stock/scheme cards, details of Sold quantity like sold Qty, Sold value, buy value,  realized gain/loss  and details of open quantity like Current value, amount invested and unrealized gain/loss are available. 
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