Hi,
I have been using the tag feature for a while now and it has been super helpful. However, I believe there can be one addition to this that will be super helpful for personal finance planning.
Currently, you are able to assign only 1 tag to a mutual fund (the option applies to all trades as seen in the SS below)
I have made 3 separate purchases for this particular mutual fund, for 3 separate goals. Currently, they are all being assigned 1 tag. If we can add separate tags to these, it would help me see how much goal has grown by exactly.
Adding onto this, would there be any way to also sell units bought on a specific date?
Thank you
Hi siva. Any update on this? If this feature development in your pipeline?
When you purchase units, it gets created in a demat mode, and the demat mode works on a FIFO basis. For this, we have launched secondary demat account where you can transfer the units you want to keep for long-term to the secondary demat account and meanwhile continue purchasing in the primary demat account as well segregation as per the goals is on our pipeline and something that will work on in the future.
Additionally, we are working on revamping the goals feature on console as well, so will be covered up in that
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Thanks for clarifying Neelesh. Great to hear these features and look forward to it
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