How to review your Portfolio?

Here's a video explaining how you can review your Portfolio in the Kotak Neo app.

1. Login
2. Click on Portfolio: Here you can review your current investments, market value, Unrealised P&L and Today’s P&L. These numbers are updated on real time basis
3. Search within your investments by clicking onSearch Equity
4. Click on any scrip or the Dotted Menu option on the right side of the script
5. This will open a drop down menu.
6. Click on ‘More Details’ to get your investment summary
7. You can view your investment summary for the scrip here. You can also Buy/Sell that particular scrip on this page
8. Click on ‘View History’ and you can view all the historical transactions of this scrip here.

1. Login to the App
2. Click on More
3. Scroll to Trading
4. Click on Portfolio: Here you can review your current investments, market value, Unrealised P&L and Today’s P&L. These numbers are updated on real time basis
5. Search within your investments by clicking on Search Equity
6. Click on any scrip or the Dotted Menu option on the right side of the script
7. This will open a drop down menu.
8. Click on ‘More Details’ to get your investment summary
9. You can view your investment summary for the scrip here. You can also Buy/Sell that particular scrip on this page
10. Click on ‘View History’ and you can view all the historical transactions of this scrip here