Portfolio performance graph probably has got to be the most ridiculous beta testing item yet. Transferring shares to secondary demat does this to the chart… Gave me a good laugh.
Something similar happens when mutual funds are sold lol
Hi @zoomtrader
We are working on including the secondary demat transfers on the performance curve. We are also planning on having a separate curve for the secondary demat. This is work in progress.
However, the curve should not be impacted by MF sells. Could you please DM us the specifics for us to check further?
1 Like
When mutual funds are purchased, the amount is directly debited from the bank account. It should show a tag similar to pay-in. The SIP/Lumpsump MF purchase orders create an upward trajectory which is correct from portfolio point of view. But, this does not track the actual growth which should be based on the XIRR returns. Probably another line just showing the XIRR.